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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 | $103,259 | $140,592-26.6% | $123,105-16.1% | $125,389-17.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -2.96% | 16.80%-19.8pp | 13.22%-16.2pp | 282.24%-285.2pp |
| Employer contribution / active EE | $6,004 | $6,041-0.6% | $5,151+16.6% | $4,866+23.4% |
| Participant deferral / active EE | $15,000 | $6,980+114.9% | $6,229+140.8% | $5,352+180.3% |
| Admin fee / account holder | $101 | $11,198-99.1% | $9,014-98.9% | $9,541-98.9% |