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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 | $239,368 | $167,522+42.9% | $151,639+57.9% | $134,532+77.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -16.35% | 7.81%-24.2pp | 3.34%-19.7pp | 418.27%-434.6pp |
| Employer contribution / active EE | $15,821 | $6,828+131.7% | $6,165+156.6% | $4,741+233.7% |
| Participant deferral / active EE | $12,134 | $8,986+35.0% | $8,363+45.1% | $6,401+89.6% |
| Admin fee / account holder | $48 | $13,780-99.7% | $11,613-99.6% | $11,429-99.6% |