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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 | $230,032 | $131,835+74.5% | $108,582+111.9% | $273,972-16.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 7.05% | -91.57%+98.6pp | -51.70%+58.7pp | 41.46%-34.4pp |
| Employer contribution / active EE | $15,714 | $4,913+219.9% | $3,758+318.1% | $4,869+222.8% |
| Participant deferral / active EE | $3,925 | $5,127-23.4% | $4,311-8.9% | $5,287-25.8% |
| Admin fee / account holder | $17 | $10,253-99.8% | $7,645-99.8% | $10,133-99.8% |