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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 | $133,305 | $92,219+44.6% | $76,768+73.6% | $135,379-1.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -5.64% | 5.46%-11.1pp | 2.43%-8.1pp | 519.79%-525.4pp |
| Employer contribution / active EE | $15,000 | $3,216+366.4% | $2,485+503.6% | $4,779+213.9% |
| Participant deferral / active EE | $0 | $4,508-100.0% | $3,852-100.0% | $5,609-100.0% |
| Admin fee / account holder | $12 | $10,749-99.9% | $6,675-99.8% | $10,828-99.9% |