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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 | $88,734 | $167,522-47.0% | $151,639-41.5% | $134,532-34.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -12.80% | 7.81%-20.6pp | 3.34%-16.1pp | 418.27%-431.1pp |
| Employer contribution / active EE | $12,000 | $6,828+75.7% | $6,165+94.6% | $4,741+153.1% |
| Participant deferral / active EE | $0 | $8,986-100.0% | $8,363-100.0% | $6,401-100.0% |
| Admin fee / account holder | $239 | $13,780-98.3% | $11,613-97.9% | $11,429-97.9% |