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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 | $115,625 | $86,701+33.4% | $73,309+57.7% | $125,388-7.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | -1.17% | 2.78%-4.0pp | 5.67%-6.8pp | 282.24%-283.4pp |
| Employer contribution / active EE | $5,688 | $4,152+37.0% | $3,237+75.7% | $4,866+16.9% |
| Participant deferral / active EE | $0 | $5,549-100.0% | $4,991-100.0% | $5,352-100.0% |
| Admin fee / account holder | $43 | $7,768-99.5% | $5,635-99.2% | $9,541-99.6% |