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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 | $44,214 | $158,852-72.2% | $121,220-63.5% | $135,380-67.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -2.16% | -0.64%-1.5pp | 16.94%-19.1pp | 519.81%-522.0pp |
| Employer contribution / active EE | $12,249 | $5,666+116.2% | $4,023+204.5% | $4,779+156.3% |
| Participant deferral / active EE | $12,733 | $4,006+217.9% | $3,345+280.6% | $5,609+127.0% |
| Admin fee / account holder | $58 | $6,515-99.1% | $5,021-98.8% | $10,828-99.5% |