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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 | $194,018 | $131,835+47.2% | $108,582+78.7% | $273,972-29.2% |
| Participation rate | 85.7% | 83.5%+2.3pp | 79.6%+6.1pp | 83.0%+2.7pp |
| Annual return | 12.58% | -91.57%+104.2pp | -51.70%+64.3pp | 41.46%-28.9pp |
| Employer contribution / active EE | $17,748 | $4,913+261.3% | $3,758+372.2% | $4,869+264.5% |
| Participant deferral / active EE | $8,435 | $5,127+64.5% | $4,311+95.7% | $5,287+59.5% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |