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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 | $206,795 | $127,387+62.3% | $115,038+79.8% | $125,389+64.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.58% | 31.28%-32.9pp | 26.14%-27.7pp | 282.24%-283.8pp |
| Employer contribution / active EE | $12,083 | $5,166+133.9% | $4,608+162.2% | $4,866+148.3% |
| Participant deferral / active EE | $14,304 | $6,423+122.7% | $6,026+137.4% | $5,352+167.3% |
| Admin fee / account holder | $224 | $9,516-97.6% | $8,175-97.3% | $9,541-97.7% |