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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 | $76,561 | $127,387-39.9% | $115,038-33.4% | $125,389-38.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -3.17% | 31.28%-34.4pp | 26.14%-29.3pp | 282.24%-285.4pp |
| Employer contribution / active EE | $15,000 | $5,166+190.4% | $4,608+225.5% | $4,866+208.3% |
| Participant deferral / active EE | $9,253 | $6,423+44.1% | $6,026+53.5% | $5,352+72.9% |
| Admin fee / account holder | $232 | $9,516-97.6% | $8,175-97.2% | $9,541-97.6% |