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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 | $244,046 | $105,866+130.5% | $90,766+168.9% | $134,545+81.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -15.39% | -10.99%-4.4pp | -12.16%-3.2pp | 418.37%-433.8pp |
| Employer contribution / active EE | $7,608 | $3,464+119.7% | $2,922+160.4% | $4,742+60.5% |
| Participant deferral / active EE | $0 | $5,217-100.0% | $4,565-100.0% | $6,401-100.0% |
| Admin fee / account holder | $161 | $13,938-98.8% | $8,446-98.1% | $11,431-98.6% |