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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 | $221,526 | $97,020+128.3% | $83,327+165.9% | $135,380+63.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -8.02% | 12.31%-20.3pp | 10.64%-18.7pp | 519.81%-527.8pp |
| Employer contribution / active EE | $25,825 | $4,144+523.3% | $3,379+664.3% | $4,779+440.4% |
| Participant deferral / active EE | $9,577 | $5,964+60.6% | $5,565+72.1% | $5,609+70.7% |
| Admin fee / account holder | $68 | $8,426-99.2% | $7,540-99.1% | $10,828-99.4% |