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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 | $141,838 | $92,219+53.8% | $76,766+84.8% | $135,382+4.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -6.22% | 5.46%-11.7pp | 2.43%-8.6pp | 519.77%-526.0pp |
| Employer contribution / active EE | $5,388 | $3,216+67.5% | $2,485+116.8% | $4,779+12.7% |
| Participant deferral / active EE | $9,168 | $4,508+103.4% | $3,851+138.0% | $5,609+63.5% |
| Admin fee / account holder | $0 | $10,749-100.0% | $6,675-100.0% | $10,829-100.0% |