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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 | $85,060 | $167,362-49.2% | $143,799-40.8% | $134,532-36.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -3.20% | 0.47%-3.7pp | -0.04%-3.2pp | 418.27%-421.5pp |
| Employer contribution / active EE | $7,480 | $5,620+33.1% | $4,952+51.0% | $4,741+57.8% |
| Participant deferral / active EE | $10,250 | $6,447+59.0% | $5,638+81.8% | $6,401+60.1% |
| Admin fee / account holder | $198 | $18,094-98.9% | $14,677-98.7% | $11,429-98.3% |