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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 | $159,854 | $131,835+21.3% | $108,582+47.2% | $273,972-41.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 4.27% | -91.57%+95.8pp | -51.70%+56.0pp | 41.46%-37.2pp |
| Employer contribution / active EE | $8,720 | $4,913+77.5% | $3,758+132.0% | $4,869+79.1% |
| Participant deferral / active EE | $1,928 | $5,127-62.4% | $4,311-55.3% | $5,287-63.5% |
| Admin fee / account holder | $43 | $10,253-99.6% | $7,645-99.4% | $10,133-99.6% |