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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 | $206,648 | $167,522+23.4% | $151,639+36.3% | $134,532+53.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -8.60% | 7.81%-16.4pp | 3.34%-11.9pp | 418.27%-426.9pp |
| Employer contribution / active EE | $14,867 | $6,828+117.7% | $6,165+141.1% | $4,741+213.6% |
| Participant deferral / active EE | $0 | $8,986-100.0% | $8,363-100.0% | $6,401-100.0% |
| Admin fee / account holder | $245 | $13,780-98.2% | $11,613-97.9% | $11,429-97.9% |