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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 | $183,312 | $167,353+9.5% | $143,797+27.5% | $134,545+36.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.03% | 0.48%-13.5pp | -0.04%-13.0pp | 418.37%-431.4pp |
| Employer contribution / active EE | $7,909 | $5,620+40.7% | $4,952+59.7% | $4,742+66.8% |
| Participant deferral / active EE | $7,815 | $6,447+21.2% | $5,638+38.6% | $6,401+22.1% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |