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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 | $49,988 | $113,941-56.1% | $94,228-46.9% | $125,388-60.1% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -1.99% | 5.29%-7.3pp | 10.68%-12.7pp | 282.24%-284.2pp |
| Employer contribution / active EE | $18,660 | $4,727+294.7% | $3,587+420.2% | $4,866+283.5% |
| Participant deferral / active EE | $12,000 | $5,179+131.7% | $4,320+177.8% | $5,352+124.2% |
| Admin fee / account holder | $0 | $8,392-100.0% | $6,269-100.0% | $9,541-100.0% |