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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 | $87,830 | $211,946-58.6% | $169,452-48.2% | $135,380-35.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -8.70% | 3.26%-12.0pp | 1.83%-10.5pp | 519.81%-528.5pp |
| Employer contribution / active EE | $8,333 | $5,117+62.9% | $4,157+100.5% | $4,779+74.4% |
| Participant deferral / active EE | $20,195 | $6,075+232.4% | $5,277+282.7% | $5,609+260.1% |
| Admin fee / account holder | $0 | $11,472-100.0% | $9,110-100.0% | $10,828-100.0% |