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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 | $224,671 | $127,387+76.4% | $115,038+95.3% | $125,389+79.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.23% | 31.28%-32.5pp | 26.14%-27.4pp | 282.24%-283.5pp |
| Employer contribution / active EE | $7,572 | $5,166+46.6% | $4,608+64.3% | $4,866+55.6% |
| Participant deferral / active EE | $11,427 | $6,423+77.9% | $6,026+89.6% | $5,352+113.5% |
| Admin fee / account holder | $14 | $9,516-99.8% | $8,175-99.8% | $9,541-99.9% |