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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 | $190,654 | $140,592+35.6% | $123,105+54.9% | $125,389+52.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -2.27% | 16.80%-19.1pp | 13.22%-15.5pp | 282.24%-284.5pp |
| Employer contribution / active EE | $18,252 | $6,041+202.1% | $5,151+254.3% | $4,866+275.1% |
| Participant deferral / active EE | $9,462 | $6,980+35.5% | $6,229+51.9% | $5,352+76.8% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,014-100.0% | $9,541-100.0% |