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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 | $246,306 | $90,590+171.9% | $90,782+171.3% | $135,379+81.9% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.6%+17.4pp |
| Annual return | -7.39% | -3.40%-4.0pp | -3.42%-4.0pp | 519.79%-527.2pp |
| Employer contribution / active EE | $7,864 | $4,352+80.7% | $4,105+91.6% | $4,779+64.5% |
| Participant deferral / active EE | $15,708 | $5,407+190.5% | $5,366+192.7% | $5,609+180.0% |
| Admin fee / account holder | $290 | $7,683-96.2% | $5,908-95.1% | $10,828-97.3% |