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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 | $239,022 | $167,362+42.8% | $143,799+66.2% | $134,532+77.7% |
| Participation rate | 71.4% | 84.8%-13.4pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -18.63% | 0.47%-19.1pp | -0.04%-18.6pp | 418.27%-436.9pp |
| Employer contribution / active EE | $22,643 | $5,620+302.9% | $4,952+357.2% | $4,741+377.6% |
| Participant deferral / active EE | $22,143 | $6,447+243.4% | $5,638+292.7% | $6,401+245.9% |
| Admin fee / account holder | $215 | $18,094-98.8% | $14,677-98.5% | $11,429-98.1% |