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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 | $101,472 | $82,678+22.7% | $125,391-19.1% | $68,490+48.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -15.93% | -5.97%-10.0pp | 572.41%-588.3pp | -7.85%-8.1pp |
| Employer contribution / active EE | $22,499 | $3,382+565.2% | $4,816+367.2% | $2,597+766.4% |
| Participant deferral / active EE | $13,061 | $6,111+113.7% | $7,448+75.4% | $4,028+224.3% |
| Admin fee / account holder | $287 | $6,277-95.4% | $10,009-97.1% | $5,403-94.7% |