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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 | $207,182 | $133,981+54.6% | $112,249+84.6% | $134,532+54.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -7.76% | 47.16%-54.9pp | 27.48%-35.2pp | 418.27%-426.0pp |
| Employer contribution / active EE | $2,349 | $4,040-41.9% | $3,636-35.4% | $4,741-50.5% |
| Participant deferral / active EE | $12,698 | $5,292+139.9% | $4,729+168.5% | $6,401+98.4% |
| Admin fee / account holder | $0 | $7,492-100.0% | $6,412-100.0% | $11,429-100.0% |