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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 | $177,319 | $97,020+82.8% | $83,327+112.8% | $135,380+31.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -7.81% | 12.31%-20.1pp | 10.64%-18.4pp | 519.81%-527.6pp |
| Employer contribution / active EE | $17,500 | $4,144+322.3% | $3,379+417.9% | $4,779+266.2% |
| Participant deferral / active EE | $18,500 | $5,964+210.2% | $5,565+232.4% | $5,609+229.8% |
| Admin fee / account holder | $0 | $8,426-100.0% | $7,540-100.0% | $10,828-100.0% |