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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 | $220,268 | $92,219+138.9% | $76,767+186.9% | $135,380+62.7% |
| Participation rate | 75.0% | 79.8%-4.8pp | 77.0%-2.0pp | 82.6%-7.6pp |
| Annual return | -2.51% | 5.46%-8.0pp | 2.43%-4.9pp | 519.81%-522.3pp |
| Employer contribution / active EE | $1,149 | $3,216-64.3% | $2,485-53.8% | $4,779-76.0% |
| Participant deferral / active EE | $6,346 | $4,508+40.7% | $3,852+64.7% | $5,609+13.1% |
| Admin fee / account holder | $0 | $10,749-100.0% | $6,675-100.0% | $10,828-100.0% |