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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 | $105,012 | $92,219+13.9% | $76,766+36.8% | $135,382-22.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 0.02% | 5.46%-5.4pp | 2.43%-2.4pp | 519.77%-519.7pp |
| Employer contribution / active EE | $21,332 | $3,216+563.3% | $2,485+758.4% | $4,779+346.4% |
| Participant deferral / active EE | $0 | $4,508-100.0% | $3,851-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $10,749-100.0% | $6,675-100.0% | $10,829-100.0% |