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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 | $112,289 | $131,835-14.8% | $108,582+3.4% | $273,972-59.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 10.84% | -91.57%+102.4pp | -51.70%+62.5pp | 41.46%-30.6pp |
| Employer contribution / active EE | $10,591 | $4,913+115.6% | $3,758+181.8% | $4,869+117.5% |
| Participant deferral / active EE | $10,775 | $5,127+110.2% | $4,311+150.0% | $5,287+103.8% |
| Admin fee / account holder | $30 | $10,253-99.7% | $7,645-99.6% | $10,133-99.7% |