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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 | $78,774 | $127,387-38.2% | $115,038-31.5% | $125,389-37.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.47% | 31.28%-31.7pp | 26.14%-26.6pp | 282.24%-282.7pp |
| Employer contribution / active EE | $15,859 | $5,166+207.0% | $4,608+244.2% | $4,866+225.9% |
| Participant deferral / active EE | $7,300 | $6,423+13.7% | $6,026+21.1% | $5,352+36.4% |
| Admin fee / account holder | $75 | $9,516-99.2% | $8,175-99.1% | $9,541-99.2% |