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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 | $145,305 | $112,300+29.4% | $90,223+61.1% | $125,389+15.9% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.0%+21.0pp | 83.2%+16.8pp |
| Annual return | -3.28% | -0.57%-2.7pp | 1.31%-4.6pp | 282.24%-285.5pp |
| Employer contribution / active EE | $12,876 | $5,181+148.5% | $4,378+194.1% | $4,866+164.6% |
| Participant deferral / active EE | $12,408 | $6,733+84.3% | $5,792+114.2% | $5,352+131.9% |
| Admin fee / account holder | $0 | $10,990-100.0% | $7,406-100.0% | $9,541-100.0% |