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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 | $211,881 | $167,353+26.6% | $143,797+47.3% | $134,545+57.5% |
| Participation rate | 92.3% | 84.8%+7.5pp | 80.3%+12.0pp | 81.2%+11.1pp |
| Annual return | -17.91% | 0.48%-18.4pp | -0.04%-17.9pp | 418.37%-436.3pp |
| Employer contribution / active EE | $2,751 | $5,620-51.1% | $4,952-44.4% | $4,742-42.0% |
| Participant deferral / active EE | $5,685 | $6,447-11.8% | $5,638+0.8% | $6,401-11.2% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |