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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 | $178,742 | $99,032+80.5% | $80,022+123.4% | $135,380+32.0% |
| Participation rate | 89.5% | 78.4%+11.1pp | 75.8%+13.6pp | 82.6%+6.8pp |
| Annual return | -3.08% | 15.39%-18.5pp | 11.22%-14.3pp | 519.81%-522.9pp |
| Employer contribution / active EE | $5,651 | $3,043+85.7% | $2,468+129.0% | $4,779+18.3% |
| Participant deferral / active EE | $4,867 | $4,282+13.7% | $3,686+32.1% | $5,609-13.2% |
| Admin fee / account holder | $0 | $10,436-100.0% | $6,521-100.0% | $10,828-100.0% |