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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 | $241,659 | $107,809+124.2% | $90,657+166.6% | $135,380+78.5% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | 6.48% | -0.90%+7.4pp | 1.89%+4.6pp | 519.81%-513.3pp |
| Employer contribution / active EE | $3,904 | $3,018+29.4% | $2,532+54.2% | $4,779-18.3% |
| Participant deferral / active EE | $0 | $3,872-100.0% | $3,424-100.0% | $5,609-100.0% |
| Admin fee / account holder | $220 | $5,931-96.3% | $4,994-95.6% | $10,828-98.0% |