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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 | $106,795 | $167,522-36.3% | $151,639-29.6% | $134,532-20.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -20.78% | 7.81%-28.6pp | 3.34%-24.1pp | 418.27%-439.0pp |
| Employer contribution / active EE | $14,941 | $6,828+118.8% | $6,165+142.3% | $4,741+215.1% |
| Participant deferral / active EE | $14,285 | $8,986+59.0% | $8,363+70.8% | $6,401+123.2% |
| Admin fee / account holder | $20 | $13,780-99.9% | $11,613-99.8% | $11,429-99.8% |