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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 | $189,101 | $131,835+43.4% | $108,582+74.2% | $273,972-31.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 6.65% | -91.57%+98.2pp | -51.70%+58.4pp | 41.46%-34.8pp |
| Employer contribution / active EE | $18,813 | $4,913+282.9% | $3,758+400.5% | $4,869+286.4% |
| Participant deferral / active EE | $12,000 | $5,127+134.0% | $4,311+178.4% | $5,287+127.0% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |