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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 | $208,200 | $167,522+24.3% | $151,639+37.3% | $134,532+54.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -15.27% | 7.81%-23.1pp | 3.34%-18.6pp | 418.27%-433.5pp |
| Employer contribution / active EE | $9,924 | $6,828+45.3% | $6,165+61.0% | $4,741+109.3% |
| Participant deferral / active EE | $9,678 | $8,986+7.7% | $8,363+15.7% | $6,401+51.2% |
| Admin fee / account holder | $95 | $13,780-99.3% | $11,613-99.2% | $11,429-99.2% |