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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 | $157,244 | $140,592+11.8% | $123,105+27.7% | $125,389+25.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -2.34% | 16.80%-19.1pp | 13.22%-15.6pp | 282.24%-284.6pp |
| Employer contribution / active EE | $29,300 | $6,041+385.0% | $5,151+468.8% | $4,866+502.1% |
| Participant deferral / active EE | $12,916 | $6,980+85.0% | $6,229+107.3% | $5,352+141.3% |
| Admin fee / account holder | $20 | $11,198-99.8% | $9,014-99.8% | $9,541-99.8% |