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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 | $90,813 | $100,792-9.9% | $86,691+4.8% | $134,509-32.5% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -19.08% | 29.08%-48.2pp | 35.94%-55.0pp | 418.13%-437.2pp |
| Employer contribution / active EE | $3,320 | $3,491-4.9% | $2,837+17.0% | $4,741-30.0% |
| Participant deferral / active EE | $15,955 | $5,339+198.8% | $4,656+242.7% | $6,400+149.3% |
| Admin fee / account holder | $0 | $10,924-100.0% | $7,492-100.0% | $11,427-100.0% |