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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 | $215,747 | $97,020+122.4% | $83,327+158.9% | $135,380+59.4% |
| Participation rate | 92.3% | 80.4%+11.9pp | 77.8%+14.5pp | 82.6%+9.7pp |
| Annual return | -7.39% | 12.31%-19.7pp | 10.64%-18.0pp | 519.81%-527.2pp |
| Employer contribution / active EE | $11,593 | $4,144+179.8% | $3,379+243.1% | $4,779+142.6% |
| Participant deferral / active EE | $7,530 | $5,964+26.3% | $5,565+35.3% | $5,609+34.2% |
| Admin fee / account holder | $68 | $8,426-99.2% | $7,540-99.1% | $10,828-99.4% |