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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 | $79,010 | $82,674-4.4% | $125,363-37.0% | $68,495+15.4% |
| Participation rate | 97.4% | 75.0%+22.3pp | 82.4%+15.0pp | 67.9%+29.5pp |
| Annual return | 0.67% | -5.97%+6.6pp | 572.15%-571.5pp | -7.84%+8.5pp |
| Employer contribution / active EE | $13,370 | $3,382+295.4% | $4,815+177.7% | $2,596+414.9% |
| Participant deferral / active EE | $11,191 | $6,111+83.1% | $7,447+50.3% | $4,028+177.9% |
| Admin fee / account holder | $140 | $6,276-97.8% | $10,005-98.6% | $5,403-97.4% |