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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 | $142,356 | $103,957+36.9% | $69,182+105.8% | $273,965-48.0% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | 10.06% | 35.28%-25.2pp | -21.94%+32.0pp | 41.45%-31.4pp |
| Employer contribution / active EE | $6,357 | $1,781+256.9% | $1,205+427.5% | $4,869+30.6% |
| Participant deferral / active EE | $0 | $2,716-100.0% | $1,896-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $3,671-100.0% | $2,697-100.0% | $10,132-100.0% |