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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 | $149,432 | $95,188+57.0% | $76,518+95.3% | $135,380+10.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -5.08% | 4.85%-9.9pp | -0.27%-4.8pp | 519.81%-524.9pp |
| Employer contribution / active EE | $7,003 | $3,303+112.0% | $2,647+164.5% | $4,779+46.5% |
| Participant deferral / active EE | $11,259 | $4,640+142.7% | $3,836+193.5% | $5,609+100.7% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,849-100.0% | $10,828-100.0% |