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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 | $149,024 | $167,533-11.0% | $151,645-1.7% | $134,545+10.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.76% | 7.81%-25.6pp | 3.34%-21.1pp | 418.37%-436.1pp |
| Employer contribution / active EE | $16,624 | $6,828+143.5% | $6,165+169.7% | $4,742+250.6% |
| Participant deferral / active EE | $12,014 | $8,985+33.7% | $8,363+43.7% | $6,401+87.7% |
| Admin fee / account holder | -$18 | $13,781-100.1% | $11,614-100.2% | $11,431-100.2% |