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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 | $242,489 | $107,809+124.9% | $90,657+167.5% | $135,379+79.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | 0.87% | -0.90%+1.8pp | 1.89%-1.0pp | 519.79%-518.9pp |
| Employer contribution / active EE | $11,500 | $3,018+281.1% | $2,532+354.2% | $4,779+140.6% |
| Participant deferral / active EE | $0 | $3,872-100.0% | $3,424-100.0% | $5,609-100.0% |
| Admin fee / account holder | $176 | $5,931-97.0% | $4,994-96.5% | $10,828-98.4% |