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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 | $194,150 | $92,219+110.5% | $76,767+152.9% | $135,380+43.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -7.15% | 5.46%-12.6pp | 2.43%-9.6pp | 519.81%-527.0pp |
| Employer contribution / active EE | $42,667 | $3,216+1226.8% | $2,485+1616.8% | $4,779+792.8% |
| Participant deferral / active EE | $12,333 | $4,508+173.6% | $3,852+220.2% | $5,609+119.9% |
| Admin fee / account holder | $91 | $10,749-99.2% | $6,675-98.6% | $10,828-99.2% |