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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 | $137,321 | $167,352-17.9% | $143,788-4.5% | $134,509+2.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -10.11% | 0.47%-10.6pp | -0.03%-10.1pp | 418.13%-428.2pp |
| Employer contribution / active EE | $10,337 | $5,620+83.9% | $4,952+108.7% | $4,741+118.0% |
| Participant deferral / active EE | $13,603 | $6,447+111.0% | $5,638+141.3% | $6,400+112.5% |
| Admin fee / account holder | $13 | $18,091-99.9% | $14,675-99.9% | $11,427-99.9% |