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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 | $140,180 | $92,219+52.0% | $76,767+82.6% | $135,380+3.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -6.07% | 5.46%-11.5pp | 2.43%-8.5pp | 519.81%-525.9pp |
| Employer contribution / active EE | $7,727 | $3,216+140.3% | $2,485+210.9% | $4,779+61.7% |
| Participant deferral / active EE | $4,939 | $4,508+9.5% | $3,852+28.2% | $5,609-11.9% |
| Admin fee / account holder | $0 | $10,749-100.0% | $6,675-100.0% | $10,828-100.0% |