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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 | $217,092 | $91,911+136.2% | $68,612+216.4% | $135,380+60.4% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | -4.59% | -8.22%+3.6pp | -4.63%0pp | 519.81%-524.4pp |
| Employer contribution / active EE | $10,393 | $3,924+164.9% | $2,625+295.9% | $4,779+117.5% |
| Participant deferral / active EE | $8,202 | $4,315+90.1% | $3,311+147.7% | $5,609+46.2% |
| Admin fee / account holder | $0 | $9,240-100.0% | $5,131-100.0% | $10,828-100.0% |