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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 | $81,942 | $95,193-13.9% | $76,523+7.1% | $135,382-39.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -7.87% | 4.85%-12.7pp | -0.27%-7.6pp | 519.77%-527.6pp |
| Employer contribution / active EE | $4,889 | $3,302+48.0% | $2,647+84.7% | $4,779+2.3% |
| Participant deferral / active EE | $17,848 | $4,639+284.7% | $3,835+365.3% | $5,609+218.2% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,848-100.0% | $10,829-100.0% |