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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 | $183,456 | $167,353+9.6% | $143,797+27.6% | $134,545+36.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.59% | 0.48%-17.1pp | -0.04%-16.5pp | 418.37%-435.0pp |
| Employer contribution / active EE | $11,425 | $5,620+103.3% | $4,952+130.7% | $4,742+141.0% |
| Participant deferral / active EE | $13,050 | $6,447+102.4% | $5,638+131.4% | $6,401+103.9% |
| Admin fee / account holder | $102 | $18,096-99.4% | $14,679-99.3% | $11,431-99.1% |