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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 | $137,652 | $86,701+58.8% | $73,309+87.8% | $125,389+9.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | -0.09% | 2.78%-2.9pp | 5.67%-5.8pp | 282.24%-282.3pp |
| Employer contribution / active EE | $15,192 | $4,152+265.9% | $3,237+369.3% | $4,866+212.2% |
| Participant deferral / active EE | $8,625 | $5,549+55.4% | $4,991+72.8% | $5,352+61.2% |
| Admin fee / account holder | $0 | $7,768-100.0% | $5,635-100.0% | $9,541-100.0% |