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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 | $100,805-9.9% | $86,698+4.7% | $134,532-32.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -19.08% | 29.09%-48.2pp | 35.95%-55.0pp | 418.27%-437.3pp |
| Employer contribution / active EE | $3,320 | $3,490-4.9% | $2,837+17.0% | $4,741-30.0% |
| Participant deferral / active EE | $15,955 | $5,339+198.8% | $4,656+242.7% | $6,401+149.3% |
| Admin fee / account holder | $0 | $10,925-100.0% | $7,493-100.0% | $11,429-100.0% |