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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 | $197,021 | $127,386+54.7% | $115,037+71.3% | $125,393+57.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.62% | 31.28%-32.9pp | 26.14%-27.8pp | 282.23%-283.9pp |
| Employer contribution / active EE | $3,393 | $5,166-34.3% | $4,608-26.4% | $4,866-30.3% |
| Participant deferral / active EE | $11,915 | $6,423+85.5% | $6,026+97.7% | $5,351+122.7% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |