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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 | $229,245 | $211,946+8.2% | $169,452+35.3% | $135,380+69.3% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -6.56% | 3.26%-9.8pp | 1.83%-8.4pp | 519.81%-526.4pp |
| Employer contribution / active EE | $8,267 | $5,117+61.6% | $4,157+98.9% | $4,779+73.0% |
| Participant deferral / active EE | $13,900 | $6,075+128.8% | $5,277+163.4% | $5,609+147.8% |
| Admin fee / account holder | $247 | $11,472-97.8% | $9,110-97.3% | $10,828-97.7% |