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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 | $247,157 | $131,835+87.5% | $108,582+127.6% | $273,972-9.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 8.65% | -91.57%+100.2pp | -51.70%+60.4pp | 41.46%-32.8pp |
| Employer contribution / active EE | $10,351 | $4,913+110.7% | $3,758+175.4% | $4,869+112.6% |
| Participant deferral / active EE | $19,164 | $5,127+273.7% | $4,311+344.5% | $5,287+262.4% |
| Admin fee / account holder | $103 | $10,253-99.0% | $7,645-98.6% | $10,133-99.0% |