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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 | $176,100 | $167,323+5.2% | $143,770+22.5% | $134,493+30.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.01% | 0.47%-14.5pp | -0.04%-14.0pp | 418.01%-432.0pp |
| Employer contribution / active EE | $10,611 | $5,619+88.8% | $4,951+114.3% | $4,740+123.9% |
| Participant deferral / active EE | $4,930 | $6,446-23.5% | $5,638-12.5% | $6,400-23.0% |
| Admin fee / account holder | $38 | $18,088-99.8% | $14,673-99.7% | $11,425-99.7% |