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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 | $111,103 | $52,678+110.9% | $75,784+46.6% | $59,633+86.3% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | -1.05% | 2.95%-4.0pp | 9.68%-10.7pp | 2041.45%-2042.5pp |
| Employer contribution / active EE | $4,022 | $2,193+83.4% | $3,323+21.0% | $2,203+82.6% |
| Participant deferral / active EE | $1,608 | $2,591-37.9% | $3,652-56.0% | $3,192-49.6% |
| Admin fee / account holder | $26 | $3,610-99.3% | $5,300-99.5% | $4,297-99.4% |