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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 | $104,462 | $92,219+13.3% | $76,767+36.1% | $135,380-22.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -8.38% | 5.46%-13.8pp | 2.43%-10.8pp | 519.81%-528.2pp |
| Employer contribution / active EE | $11,125 | $3,216+245.9% | $2,485+347.6% | $4,779+132.8% |
| Participant deferral / active EE | $7,575 | $4,508+68.0% | $3,852+96.7% | $5,609+35.1% |
| Admin fee / account holder | $148 | $10,749-98.6% | $6,675-97.8% | $10,828-98.6% |