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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 | $81,580 | $95,917-14.9% | $79,583+2.5% | $134,545-39.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -14.38% | -2.70%-11.7pp | 0.16%-14.5pp | 418.37%-432.7pp |
| Employer contribution / active EE | $21,731 | $3,129+594.5% | $2,414+800.3% | $4,742+358.3% |
| Participant deferral / active EE | $11,875 | $4,694+153.0% | $3,986+197.9% | $6,401+85.5% |
| Admin fee / account holder | $0 | $9,132-100.0% | $6,835-100.0% | $11,431-100.0% |