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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 | $50,939 | $167,353-69.6% | $143,797-64.6% | $134,545-62.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.58% | 0.48%-19.1pp | -0.04%-18.5pp | 418.37%-436.9pp |
| Employer contribution / active EE | $8,224 | $5,620+46.3% | $4,952+66.1% | $4,742+73.4% |
| Participant deferral / active EE | $9,636 | $6,447+49.5% | $5,638+70.9% | $6,401+50.5% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |