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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 | $59,610 | $167,533-64.4% | $151,645-60.7% | $134,545-55.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.30% | 7.81%-26.1pp | 3.34%-21.6pp | 418.37%-436.7pp |
| Employer contribution / active EE | $8,131 | $6,828+19.1% | $6,165+31.9% | $4,742+71.5% |
| Participant deferral / active EE | $15,445 | $8,985+71.9% | $8,363+84.7% | $6,401+141.3% |
| Admin fee / account holder | $0 | $13,781-100.0% | $11,614-100.0% | $11,431-100.0% |