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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 | $228,692 | $167,522+36.5% | $151,639+50.8% | $134,532+70.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -14.93% | 7.81%-22.7pp | 3.34%-18.3pp | 418.27%-433.2pp |
| Employer contribution / active EE | $19,135 | $6,828+180.2% | $6,165+210.4% | $4,741+303.6% |
| Participant deferral / active EE | $16,917 | $8,986+88.3% | $8,363+102.3% | $6,401+164.3% |
| Admin fee / account holder | $38 | $13,780-99.7% | $11,613-99.7% | $11,429-99.7% |