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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 | $75,932 | $72,177+5.2% | $115,038-34.0% | $59,633+27.3% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -1.68% | 12.02%-13.7pp | 26.14%-27.8pp | 2041.45%-2043.1pp |
| Employer contribution / active EE | $6,764 | $2,841+138.1% | $4,608+46.8% | $2,203+207.1% |
| Participant deferral / active EE | $6,012 | $4,783+25.7% | $6,026-0.2% | $3,192+88.4% |
| Admin fee / account holder | $0 | $4,927-100.0% | $8,175-100.0% | $4,297-100.0% |