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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 | $125,019 | $167,504-25.4% | $151,628-17.5% | $134,509-7.1% |
| Participation rate | 93.3% | 88.4%+5.0pp | 87.5%+5.8pp | 81.2%+12.1pp |
| Annual return | -14.82% | 7.81%-22.6pp | 3.34%-18.2pp | 418.13%-433.0pp |
| Employer contribution / active EE | $6,452 | $6,828-5.5% | $6,165+4.6% | $4,741+36.1% |
| Participant deferral / active EE | $15,802 | $8,985+75.9% | $8,363+89.0% | $6,400+146.9% |
| Admin fee / account holder | $0 | $13,779-100.0% | $11,613-100.0% | $11,427-100.0% |