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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 | $176,570 | $167,522+5.4% | $151,639+16.4% | $134,532+31.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -16.23% | 7.81%-24.0pp | 3.34%-19.6pp | 418.27%-434.5pp |
| Employer contribution / active EE | $19,250 | $6,828+181.9% | $6,165+212.2% | $4,741+306.0% |
| Participant deferral / active EE | $19,259 | $8,986+114.3% | $8,363+130.3% | $6,401+200.9% |
| Admin fee / account holder | $60 | $13,780-99.6% | $11,613-99.5% | $11,429-99.5% |