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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 | $152,948 | $127,387+20.1% | $115,038+33.0% | $125,389+22.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -3.23% | 31.28%-34.5pp | 26.14%-29.4pp | 282.24%-285.5pp |
| Employer contribution / active EE | $4,038 | $5,166-21.8% | $4,608-12.4% | $4,866-17.0% |
| Participant deferral / active EE | $15,240 | $6,423+137.3% | $6,026+152.9% | $5,352+184.8% |
| Admin fee / account holder | $50 | $9,516-99.5% | $8,175-99.4% | $9,541-99.5% |