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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 | $112,995 | $190,862-40.8% | $159,991-29.4% | $134,509-16.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -1.17% | 552.59%-553.8pp | 408.82%-410.0pp | 418.13%-419.3pp |
| Employer contribution / active EE | $10,405 | $4,995+108.3% | $4,225+146.3% | $4,741+119.5% |
| Participant deferral / active EE | $10,360 | $6,924+49.6% | $6,183+67.6% | $6,400+61.9% |
| Admin fee / account holder | $232 | $10,495-97.8% | $8,715-97.3% | $11,427-98.0% |