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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 | $112,856 | $167,353-32.6% | $143,797-21.5% | $134,545-16.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.89% | 0.48%-13.4pp | -0.04%-12.9pp | 418.37%-431.3pp |
| Employer contribution / active EE | $8,005 | $5,620+42.4% | $4,952+61.6% | $4,742+68.8% |
| Participant deferral / active EE | $25,203 | $6,447+290.9% | $5,638+347.0% | $6,401+293.7% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |