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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 | $128,625 | $142,392-9.7% | $119,622+7.5% | $134,532-4.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -16.51% | -12.46%-4.1pp | -14.98%-1.5pp | 418.27%-434.8pp |
| Employer contribution / active EE | $34,403 | $5,224+558.6% | $4,232+712.9% | $4,741+625.6% |
| Participant deferral / active EE | $7,068 | $6,467+9.3% | $5,601+26.2% | $6,401+10.4% |
| Admin fee / account holder | $0 | $13,593-100.0% | $10,328-100.0% | $11,429-100.0% |