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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 | $200,307 | $113,941+75.8% | $94,229+112.6% | $125,389+59.7% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -1.11% | 5.29%-6.4pp | 10.68%-11.8pp | 282.24%-283.3pp |
| Employer contribution / active EE | $8,934 | $4,727+89.0% | $3,587+149.1% | $4,866+83.6% |
| Participant deferral / active EE | $18,803 | $5,179+263.1% | $4,320+335.2% | $5,352+251.4% |
| Admin fee / account holder | $107 | $8,392-98.7% | $6,269-98.3% | $9,541-98.9% |