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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 | $81,395 | $69,518+17.1% | $59,887+35.9% | $135,379-39.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -7.85% | 7.95%-15.8pp | 3.46%-11.3pp | 519.79%-527.6pp |
| Employer contribution / active EE | $13,064 | $3,235+303.9% | $2,722+379.9% | $4,779+173.4% |
| Participant deferral / active EE | $14,258 | $4,204+239.1% | $3,402+319.1% | $5,609+154.2% |
| Admin fee / account holder | $0 | $5,734-100.0% | $3,591-100.0% | $10,828-100.0% |