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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 | $222,020 | $78,694+182.1% | $67,652+228.2% | $125,389+77.1% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -1.22% | 9.46%-10.7pp | 6625.40%-6626.6pp | 282.24%-283.5pp |
| Employer contribution / active EE | $11,829 | $3,044+288.6% | $2,266+422.1% | $4,866+143.1% |
| Participant deferral / active EE | $13,283 | $4,292+209.5% | $3,560+273.1% | $5,352+148.2% |
| Admin fee / account holder | $0 | $7,403-100.0% | $4,821-100.0% | $9,541-100.0% |