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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 | $236,229 | $92,219+156.2% | $76,767+207.7% | $135,380+74.5% |
| Participation rate | 94.1% | 79.8%+14.3pp | 77.0%+17.2pp | 82.6%+11.5pp |
| Annual return | -2.33% | 5.46%-7.8pp | 2.43%-4.8pp | 519.81%-522.1pp |
| Employer contribution / active EE | $2,998 | $3,216-6.8% | $2,485+20.6% | $4,779-37.3% |
| Participant deferral / active EE | $6,786 | $4,508+50.5% | $3,852+76.2% | $5,609+21.0% |
| Admin fee / account holder | $7 | $10,749-99.9% | $6,675-99.9% | $10,828-99.9% |