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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 | $228,432 | $97,020+135.4% | $83,327+174.1% | $135,380+68.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -6.78% | 12.31%-19.1pp | 10.64%-17.4pp | 519.81%-526.6pp |
| Employer contribution / active EE | $9,071 | $4,144+118.9% | $3,379+168.5% | $4,779+89.8% |
| Participant deferral / active EE | $17,849 | $5,964+199.3% | $5,565+220.7% | $5,609+218.2% |
| Admin fee / account holder | $0 | $8,426-100.0% | $7,540-100.0% | $10,828-100.0% |