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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 | $224,279 | $167,352+34.0% | $143,788+56.0% | $134,509+66.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -1.70% | 0.47%-2.2pp | -0.03%-1.7pp | 418.13%-419.8pp |
| Employer contribution / active EE | $4,625 | $5,620-17.7% | $4,952-6.6% | $4,741-2.4% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,400-100.0% |
| Admin fee / account holder | $14 | $18,091-99.9% | $14,675-99.9% | $11,427-99.9% |