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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 | $168,922 | $167,353+0.9% | $143,797+17.5% | $134,545+25.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -8.57% | 0.48%-9.0pp | -0.04%-8.5pp | 418.37%-426.9pp |
| Employer contribution / active EE | $11,036 | $5,620+96.4% | $4,952+122.9% | $4,742+132.8% |
| Participant deferral / active EE | $5,652 | $6,447-12.3% | $5,638+0.2% | $6,401-11.7% |
| Admin fee / account holder | $71 | $18,096-99.6% | $14,679-99.5% | $11,431-99.4% |