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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 | $228,449 | $167,504+36.4% | $151,628+50.7% | $134,509+69.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.72% | 7.81%-25.5pp | 3.34%-21.1pp | 418.13%-435.9pp |
| Employer contribution / active EE | $3,586 | $6,828-47.5% | $6,165-41.8% | $4,741-24.4% |
| Participant deferral / active EE | $12,417 | $8,985+38.2% | $8,363+48.5% | $6,400+94.0% |
| Admin fee / account holder | $169 | $13,779-98.8% | $11,613-98.5% | $11,427-98.5% |