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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 | $118,532 | $127,387-7.0% | $115,038+3.0% | $125,389-5.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.07% | 31.28%-32.4pp | 26.14%-27.2pp | 282.24%-283.3pp |
| Employer contribution / active EE | $15,001 | $5,166+190.4% | $4,608+225.6% | $4,866+208.3% |
| Participant deferral / active EE | $22,000 | $6,423+242.5% | $6,026+265.1% | $5,352+311.1% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |