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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 | $56,817 | $75,935-25.2% | $60,547-6.2% | $125,393-54.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 68.0%+32.0pp | 83.2%+16.8pp |
| Annual return | -2.97% | -5.38%+2.4pp | 335.64%-338.6pp | 282.23%-285.2pp |
| Employer contribution / active EE | $6,326 | $3,438+84.0% | $2,419+161.5% | $4,866+30.0% |
| Participant deferral / active EE | $17,542 | $4,506+289.3% | $3,328+427.1% | $5,351+227.8% |
| Admin fee / account holder | $0 | $6,768-100.0% | $4,536-100.0% | $9,541-100.0% |