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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 | $55,740 | $167,353-66.7% | $143,797-61.2% | $134,545-58.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.14% | 0.48%-17.6pp | -0.04%-17.1pp | 418.37%-435.5pp |
| Employer contribution / active EE | $6,413 | $5,620+14.1% | $4,952+29.5% | $4,742+35.3% |
| Participant deferral / active EE | $20,932 | $6,447+224.7% | $5,638+271.2% | $6,401+227.0% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |