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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 | $160,480 | $83,908+91.3% | $68,509+134.2% | $125,389+28.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | -0.39% | 14.48%-14.9pp | 8.27%-8.7pp | 282.24%-282.6pp |
| Employer contribution / active EE | $19,585 | $3,031+546.2% | $2,278+759.8% | $4,866+302.5% |
| Participant deferral / active EE | $8,725 | $4,125+111.5% | $3,382+158.0% | $5,352+63.0% |
| Admin fee / account holder | $0 | $8,982-100.0% | $5,275-100.0% | $9,541-100.0% |