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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 | $167,353+34.0% | $143,797+56.0% | $134,545+66.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -1.70% | 0.48%-2.2pp | -0.04%-1.7pp | 418.37%-420.1pp |
| Employer contribution / active EE | $4,625 | $5,620-17.7% | $4,952-6.6% | $4,742-2.5% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $14 | $18,096-99.9% | $14,679-99.9% | $11,431-99.9% |