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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 | $110,770 | $158,852-30.3% | $121,220-8.6% | $135,379-18.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -6.65% | -0.64%-6.0pp | 16.94%-23.6pp | 519.79%-526.4pp |
| Employer contribution / active EE | $17,145 | $5,666+202.6% | $4,023+326.2% | $4,779+258.8% |
| Participant deferral / active EE | $11,139 | $4,006+178.1% | $3,345+233.0% | $5,609+98.6% |
| Admin fee / account holder | $129 | $6,515-98.0% | $5,021-97.4% | $10,828-98.8% |