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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 | $32,490 | $131,835-75.4% | $108,582-70.1% | $273,972-88.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 10.86% | -91.57%+102.4pp | -51.70%+62.6pp | 41.46%-30.6pp |
| Employer contribution / active EE | $15,423 | $4,913+213.9% | $3,758+310.4% | $4,869+216.8% |
| Participant deferral / active EE | $7,810 | $5,127+52.3% | $4,311+81.2% | $5,287+47.7% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |