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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 | $99,015 | $133,983-26.1% | $112,244-11.8% | $134,493-26.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.00% | 47.13%-65.1pp | 27.46%-45.5pp | 418.01%-436.0pp |
| Employer contribution / active EE | $3,820 | $4,039-5.4% | $3,635+5.1% | $4,740-19.4% |
| Participant deferral / active EE | $10,192 | $5,291+92.6% | $4,728+115.5% | $6,400+59.3% |
| Admin fee / account holder | $0 | $7,490-100.0% | $6,411-100.0% | $11,425-100.0% |