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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 | $135,422 | $113,941+18.9% | $94,228+43.7% | $125,388+8.0% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -1.88% | 5.29%-7.2pp | 10.68%-12.6pp | 282.24%-284.1pp |
| Employer contribution / active EE | $11,625 | $4,727+145.9% | $3,587+224.1% | $4,866+138.9% |
| Participant deferral / active EE | $10,463 | $5,179+102.0% | $4,320+142.2% | $5,352+95.5% |
| Admin fee / account holder | $21 | $8,392-99.8% | $6,269-99.7% | $9,541-99.8% |