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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 | $143,741 | $95,895+49.9% | $79,576+80.6% | $134,509+6.9% |
| Participation rate | 83.3% | 75.0%+8.3pp | 69.5%+13.8pp | 81.2%+2.1pp |
| Annual return | 7.69% | -2.72%+10.4pp | 0.15%+7.5pp | 418.13%-410.4pp |
| Employer contribution / active EE | $3,333 | $3,128+6.6% | $2,413+38.1% | $4,741-29.7% |
| Participant deferral / active EE | $0 | $4,693-100.0% | $3,985-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $9,129-100.0% | $6,834-100.0% | $11,427-100.0% |