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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 | $161,378 | $92,219+75.0% | $76,767+110.2% | $135,380+19.2% |
| Participation rate | 92.3% | 79.8%+12.5pp | 77.0%+15.3pp | 82.6%+9.7pp |
| Annual return | -5.68% | 5.46%-11.1pp | 2.43%-8.1pp | 519.81%-525.5pp |
| Employer contribution / active EE | $3,516 | $3,216+9.3% | $2,485+41.5% | $4,779-26.4% |
| Participant deferral / active EE | $10,295 | $4,508+128.4% | $3,852+167.3% | $5,609+83.6% |
| Admin fee / account holder | $20 | $10,749-99.8% | $6,675-99.7% | $10,828-99.8% |