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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 | $148,289 | $112,300+32.0% | $90,223+64.4% | $125,388+18.3% |
| Participation rate | 77.8% | 82.9%-5.1pp | 79.0%-1.3pp | 83.2%-5.4pp |
| Annual return | -0.00% | -0.57%+0.6pp | 1.31%-1.3pp | 282.24%-282.2pp |
| Employer contribution / active EE | $1,599 | $5,181-69.1% | $4,378-63.5% | $4,866-67.1% |
| Participant deferral / active EE | $8,962 | $6,733+33.1% | $5,792+54.7% | $5,352+67.5% |
| Admin fee / account holder | $0 | $10,990-100.0% | $7,406-100.0% | $9,541-100.0% |