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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 | $115,839 | $127,100-8.9% | $105,738+9.6% | $135,379-14.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -5.55% | 4.49%-10.0pp | 6.27%-11.8pp | 519.79%-525.3pp |
| Employer contribution / active EE | $15,414 | $4,107+275.3% | $3,268+371.6% | $4,779+222.5% |
| Participant deferral / active EE | $7,707 | $5,064+52.2% | $4,080+88.9% | $5,609+37.4% |
| Admin fee / account holder | $0 | $9,087-100.0% | $6,913-100.0% | $10,828-100.0% |