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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 | $118,413 | $69,518+70.3% | $59,887+97.7% | $135,379-12.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -7.26% | 7.95%-15.2pp | 3.46%-10.7pp | 519.79%-527.0pp |
| Employer contribution / active EE | $10,177 | $3,235+214.6% | $2,722+273.8% | $4,779+113.0% |
| Participant deferral / active EE | $2,184 | $4,204-48.1% | $3,402-35.8% | $5,609-61.1% |
| Admin fee / account holder | $36 | $5,734-99.4% | $3,591-99.0% | $10,828-99.7% |