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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 | $153,878 | $69,518+121.4% | $59,887+156.9% | $135,379+13.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -6.65% | 7.95%-14.6pp | 3.46%-10.1pp | 519.79%-526.4pp |
| Employer contribution / active EE | $20,540 | $3,235+535.0% | $2,722+654.5% | $4,779+329.8% |
| Participant deferral / active EE | $13,624 | $4,204+224.0% | $3,402+300.4% | $5,609+142.9% |
| Admin fee / account holder | $0 | $5,734-100.0% | $3,591-100.0% | $10,828-100.0% |