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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 | $157,434 | $131,835+19.4% | $108,582+45.0% | $273,972-42.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 11.31% | -91.57%+102.9pp | -51.70%+63.0pp | 41.46%-30.1pp |
| Employer contribution / active EE | $18,523 | $4,913+277.0% | $3,758+392.9% | $4,869+280.5% |
| Participant deferral / active EE | $9,368 | $5,127+82.7% | $4,311+117.3% | $5,287+77.2% |
| Admin fee / account holder | $227 | $10,253-97.8% | $7,645-97.0% | $10,133-97.8% |