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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 | $113,145 | $82,678+36.8% | $125,391-9.8% | $68,490+65.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -19.29% | -5.97%-13.3pp | 572.41%-591.7pp | -7.85%-11.4pp |
| Employer contribution / active EE | $12,577 | $3,382+271.9% | $4,816+161.2% | $2,597+384.3% |
| Participant deferral / active EE | $5,884 | $6,111-3.7% | $7,448-21.0% | $4,028+46.1% |
| Admin fee / account holder | $203 | $6,277-96.8% | $10,009-98.0% | $5,403-96.2% |