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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 | $214,195 | $142,409+50.4% | $119,634+79.0% | $134,545+59.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -14.19% | -12.46%-1.7pp | -14.98%+0.8pp | 418.37%-432.6pp |
| Employer contribution / active EE | $12,576 | $5,224+140.7% | $4,232+197.1% | $4,742+165.2% |
| Participant deferral / active EE | $12,562 | $6,468+94.2% | $5,601+124.3% | $6,401+96.2% |
| Admin fee / account holder | $183 | $13,594-98.7% | $10,329-98.2% | $11,431-98.4% |