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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 | $225,572 | $167,353+34.8% | $143,797+56.9% | $134,545+67.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.43% | 0.48%-15.9pp | -0.04%-15.4pp | 418.37%-433.8pp |
| Employer contribution / active EE | $14,375 | $5,620+155.8% | $4,952+190.3% | $4,742+203.2% |
| Participant deferral / active EE | $11,477 | $6,447+78.0% | $5,638+103.6% | $6,401+79.3% |
| Admin fee / account holder | $162 | $18,096-99.1% | $14,679-98.9% | $11,431-98.6% |