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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 | $87,148 | $167,504-48.0% | $151,628-42.5% | $134,509-35.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -13.80% | 7.81%-21.6pp | 3.34%-17.1pp | 418.13%-431.9pp |
| Employer contribution / active EE | $19,152 | $6,828+180.5% | $6,165+210.6% | $4,741+304.0% |
| Participant deferral / active EE | $22,667 | $8,985+152.3% | $8,363+171.0% | $6,400+254.1% |
| Admin fee / account holder | $0 | $13,779-100.0% | $11,613-100.0% | $11,427-100.0% |