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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 | $160,968 | $100,811+59.7% | $86,698+85.7% | $134,545+19.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -15.95% | 29.11%-45.1pp | 35.96%-51.9pp | 418.37%-434.3pp |
| Employer contribution / active EE | $19,197 | $3,490+450.0% | $2,837+576.7% | $4,742+304.9% |
| Participant deferral / active EE | $10,371 | $5,339+94.2% | $4,656+122.7% | $6,401+62.0% |
| Admin fee / account holder | $186 | $10,926-98.3% | $7,492-97.5% | $11,431-98.4% |