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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 | $92,045 | $158,852-42.1% | $121,220-24.1% | $135,379-32.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -5.65% | -0.64%-5.0pp | 16.94%-22.6pp | 519.79%-525.4pp |
| Employer contribution / active EE | $6,414 | $5,666+13.2% | $4,023+59.5% | $4,779+34.2% |
| Participant deferral / active EE | $6,529 | $4,006+63.0% | $3,345+95.2% | $5,609+16.4% |
| Admin fee / account holder | $12 | $6,515-99.8% | $5,021-99.8% | $10,828-99.9% |