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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 | $172,367 | $167,522+2.9% | $151,639+13.7% | $134,532+28.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -20.73% | 7.81%-28.5pp | 3.34%-24.1pp | 418.27%-439.0pp |
| Employer contribution / active EE | $2,383 | $6,828-65.1% | $6,165-61.3% | $4,741-49.7% |
| Participant deferral / active EE | $15,340 | $8,986+70.7% | $8,363+83.4% | $6,401+139.6% |
| Admin fee / account holder | $0 | $13,780-100.0% | $11,613-100.0% | $11,429-100.0% |