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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 | $212,175 | $167,522+26.7% | $151,639+39.9% | $134,532+57.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -10.67% | 7.81%-18.5pp | 3.34%-14.0pp | 418.27%-428.9pp |
| Employer contribution / active EE | $23,829 | $6,828+249.0% | $6,165+286.5% | $4,741+402.6% |
| Participant deferral / active EE | $19,391 | $8,986+115.8% | $8,363+131.8% | $6,401+202.9% |
| Admin fee / account holder | $54 | $13,780-99.6% | $11,613-99.5% | $11,429-99.5% |