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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 | $61,962 | $127,386-51.4% | $115,037-46.1% | $125,388-50.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.80% | 31.28%-32.1pp | 26.14%-26.9pp | 282.24%-283.0pp |
| Employer contribution / active EE | $12,815 | $5,166+148.1% | $4,608+178.1% | $4,866+163.3% |
| Participant deferral / active EE | $3,600 | $6,423-44.0% | $6,026-40.3% | $5,352-32.7% |
| Admin fee / account holder | $175 | $9,516-98.2% | $8,175-97.9% | $9,541-98.2% |