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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 | $113,631 | $142,392-20.2% | $119,622-5.0% | $134,532-15.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -6.16% | -12.46%+6.3pp | -14.98%+8.8pp | 418.27%-424.4pp |
| Employer contribution / active EE | $7,690 | $5,224+47.2% | $4,232+81.7% | $4,741+62.2% |
| Participant deferral / active EE | $22,335 | $6,467+245.4% | $5,601+298.8% | $6,401+248.9% |
| Admin fee / account holder | $0 | $13,593-100.0% | $10,328-100.0% | $11,429-100.0% |