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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 | $87,955 | $87,016+1.1% | $63,244+39.1% | $125,389-29.9% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.0%+29.0pp | 83.2%+16.8pp |
| Annual return | 8.44% | 21.71%-13.3pp | -70.31%+78.7pp | 282.24%-273.8pp |
| Employer contribution / active EE | $6,667 | $3,601+85.1% | $2,322+187.1% | $4,866+37.0% |
| Participant deferral / active EE | $0 | $3,939-100.0% | $2,953-100.0% | $5,352-100.0% |
| Admin fee / account holder | $0 | $11,954-100.0% | $5,893-100.0% | $9,541-100.0% |