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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 | $132,130 | $95,188+38.8% | $76,518+72.7% | $135,379-2.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -6.13% | 4.85%-11.0pp | -0.27%-5.9pp | 519.79%-525.9pp |
| Employer contribution / active EE | $7,030 | $3,303+112.9% | $2,647+165.6% | $4,779+47.1% |
| Participant deferral / active EE | $4,449 | $4,640-4.1% | $3,836+16.0% | $5,609-20.7% |
| Admin fee / account holder | $78 | $6,249-98.8% | $4,849-98.4% | $10,828-99.3% |