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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 | $184,829 | $167,533+10.3% | $151,645+21.9% | $134,545+37.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.66% | 7.81%-26.5pp | 3.34%-22.0pp | 418.37%-437.0pp |
| Employer contribution / active EE | $15,055 | $6,828+120.5% | $6,165+144.2% | $4,742+217.5% |
| Participant deferral / active EE | $10,294 | $8,985+14.6% | $8,363+23.1% | $6,401+60.8% |
| Admin fee / account holder | $96 | $13,781-99.3% | $11,614-99.2% | $11,431-99.2% |