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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,855 | $113,941+37.7% | $94,229+66.5% | $125,389+25.1% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -2.34% | 5.29%-7.6pp | 10.68%-13.0pp | 282.24%-284.6pp |
| Employer contribution / active EE | $10,600 | $4,727+124.2% | $3,587+195.5% | $4,866+117.8% |
| Participant deferral / active EE | $11,104 | $5,179+114.4% | $4,320+157.0% | $5,352+107.5% |
| Admin fee / account holder | $0 | $8,392-100.0% | $6,269-100.0% | $9,541-100.0% |