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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 | $154,512 | $95,917+61.1% | $79,583+94.2% | $134,545+14.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -14.29% | -2.70%-11.6pp | 0.16%-14.5pp | 418.37%-432.7pp |
| Employer contribution / active EE | $16,937 | $3,129+441.3% | $2,414+601.7% | $4,742+257.2% |
| Participant deferral / active EE | $11,667 | $4,694+148.6% | $3,986+192.7% | $6,401+82.3% |
| Admin fee / account holder | $28 | $9,132-99.7% | $6,835-99.6% | $11,431-99.8% |