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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 | $222,266 | $100,792+120.5% | $86,691+156.4% | $134,509+65.2% |
| Participation rate | 84.2% | 78.9%+5.3pp | 76.6%+7.6pp | 81.2%+3.0pp |
| Annual return | -15.61% | 29.08%-44.7pp | 35.94%-51.5pp | 418.13%-433.7pp |
| Employer contribution / active EE | $3,348 | $3,491-4.1% | $2,837+18.0% | $4,741-29.4% |
| Participant deferral / active EE | $10,773 | $5,339+101.8% | $4,656+131.4% | $6,400+68.3% |
| Admin fee / account holder | $98 | $10,924-99.1% | $7,492-98.7% | $11,427-99.1% |