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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 | $124,238 | $105,867+17.4% | $90,760+36.9% | $134,532-7.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -19.03% | -10.99%-8.0pp | -12.16%-6.9pp | 418.27%-437.3pp |
| Employer contribution / active EE | $6,749 | $3,464+94.9% | $2,922+131.0% | $4,741+42.4% |
| Participant deferral / active EE | $5,054 | $5,217-3.1% | $4,565+10.7% | $6,401-21.0% |
| Admin fee / account holder | $0 | $13,936-100.0% | $8,444-100.0% | $11,429-100.0% |