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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 | $163,029 | $110,337+47.8% | $102,383+59.2% | $145,877+11.8% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.0pp |
| Annual return | 9.92% | 24.83%-14.9pp | 24.94%-15.0pp | 551.28%-541.4pp |
| Employer contribution / active EE | $7,333 | $4,216+73.9% | $3,870+89.5% | $4,663+57.3% |
| Participant deferral / active EE | $0 | $5,621-100.0% | $5,060-100.0% | $6,691-100.0% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,391-100.0% | $13,402-100.0% |