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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 | $172,362 | $106,115+62.4% | $85,969+100.5% | $125,388+37.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 76.5%+23.5pp | 83.2%+16.8pp |
| Annual return | -0.40% | 13.93%-14.3pp | 9.32%-9.7pp | 282.24%-282.6pp |
| Employer contribution / active EE | $5,483 | $4,537+20.9% | $3,474+57.8% | $4,866+12.7% |
| Participant deferral / active EE | $0 | $4,859-100.0% | $3,829-100.0% | $5,352-100.0% |
| Admin fee / account holder | $0 | $8,144-100.0% | $6,053-100.0% | $9,541-100.0% |