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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 | $105,637 | $127,387-17.1% | $115,038-8.2% | $125,389-15.8% |
| Participation rate | 81.8% | 84.2%-2.3pp | 81.4%+0.5pp | 83.2%-1.4pp |
| Annual return | -1.84% | 31.28%-33.1pp | 26.14%-28.0pp | 282.24%-284.1pp |
| Employer contribution / active EE | $14,343 | $5,166+177.6% | $4,608+211.3% | $4,866+194.7% |
| Participant deferral / active EE | $11,262 | $6,423+75.3% | $6,026+86.9% | $5,352+110.4% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |