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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 | $97,342 | $142,361-31.6% | $119,608-18.6% | $134,509-27.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -19.56% | -12.46%-7.1pp | -14.98%-4.6pp | 418.13%-437.7pp |
| Employer contribution / active EE | $9,378 | $5,224+79.5% | $4,232+121.6% | $4,741+97.8% |
| Participant deferral / active EE | $18,000 | $6,468+178.3% | $5,601+221.3% | $6,400+181.2% |
| Admin fee / account holder | $0 | $13,588-100.0% | $10,326-100.0% | $11,427-100.0% |