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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 | $216,704 | $167,522+29.4% | $151,639+42.9% | $134,532+61.1% |
| Participation rate | 90.0% | 88.4%+1.6pp | 87.5%+2.5pp | 81.2%+8.8pp |
| Annual return | -20.29% | 7.81%-28.1pp | 3.34%-23.6pp | 418.27%-438.6pp |
| Employer contribution / active EE | $6,321 | $6,828-7.4% | $6,165+2.5% | $4,741+33.3% |
| Participant deferral / active EE | $15,168 | $8,986+68.8% | $8,363+81.4% | $6,401+137.0% |
| Admin fee / account holder | $0 | $13,780-100.0% | $11,613-100.0% | $11,429-100.0% |