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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 | $170,599 | $131,835+29.4% | $108,582+57.1% | $273,972-37.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 7.82% | -91.57%+99.4pp | -51.70%+59.5pp | 41.46%-33.6pp |
| Employer contribution / active EE | $9,806 | $4,913+99.6% | $3,758+160.9% | $4,869+101.4% |
| Participant deferral / active EE | $5,779 | $5,127+12.7% | $4,311+34.0% | $5,287+9.3% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |