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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 | $116,272 | $127,387-8.7% | $115,038+1.1% | $125,389-7.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -2.33% | 31.28%-33.6pp | 26.14%-28.5pp | 282.24%-284.6pp |
| Employer contribution / active EE | $8,929 | $5,166+72.8% | $4,608+93.8% | $4,866+83.5% |
| Participant deferral / active EE | $10,584 | $6,423+64.8% | $6,026+75.6% | $5,352+97.8% |
| Admin fee / account holder | $114 | $9,516-98.8% | $8,175-98.6% | $9,541-98.8% |