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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 | $54,959 | $100,805-45.5% | $86,698-36.6% | $134,532-59.1% |
| Participation rate | 90.9% | 79.0%+12.0pp | 76.6%+14.3pp | 81.2%+9.7pp |
| Annual return | -12.88% | 29.09%-42.0pp | 35.95%-48.8pp | 418.27%-431.1pp |
| Employer contribution / active EE | $8,397 | $3,490+140.6% | $2,837+196.0% | $4,741+77.1% |
| Participant deferral / active EE | $9,991 | $5,339+87.1% | $4,656+114.6% | $6,401+56.1% |
| Admin fee / account holder | $0 | $10,925-100.0% | $7,493-100.0% | $11,429-100.0% |