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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 | $152,034 | $107,809+41.0% | $90,657+67.7% | $135,380+12.3% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -7.75% | -0.90%-6.8pp | 1.89%-9.6pp | 519.81%-527.6pp |
| Employer contribution / active EE | $14,415 | $3,018+377.7% | $2,532+469.4% | $4,779+201.6% |
| Participant deferral / active EE | $5,643 | $3,872+45.7% | $3,424+64.8% | $5,609+0.6% |
| Admin fee / account holder | $0 | $5,931-100.0% | $4,994-100.0% | $10,828-100.0% |