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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 | $171,790 | $127,387+34.9% | $115,038+49.3% | $125,389+37.0% |
| Participation rate | 93.8% | 84.2%+9.6pp | 81.4%+12.4pp | 83.2%+10.6pp |
| Annual return | -2.94% | 31.28%-34.2pp | 26.14%-29.1pp | 282.24%-285.2pp |
| Employer contribution / active EE | $8,471 | $5,166+64.0% | $4,608+83.8% | $4,866+74.1% |
| Participant deferral / active EE | $11,771 | $6,423+83.3% | $6,026+95.3% | $5,352+119.9% |
| Admin fee / account holder | $2 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |