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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 | $127,601 | $167,533-23.8% | $151,645-15.9% | $134,545-5.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.13% | 7.81%-26.9pp | 3.34%-22.5pp | 418.37%-437.5pp |
| Employer contribution / active EE | $22,928 | $6,828+235.8% | $6,165+271.9% | $4,742+383.5% |
| Participant deferral / active EE | $18,944 | $8,985+110.8% | $8,363+126.5% | $6,401+195.9% |
| Admin fee / account holder | $0 | $13,781-100.0% | $11,614-100.0% | $11,431-100.0% |