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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 | $245,224 | $142,361+72.3% | $119,608+105.0% | $134,509+82.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -13.92% | -12.46%-1.5pp | -14.98%+1.1pp | 418.13%-432.1pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $7,649 | $6,468+18.2% | $5,601+36.5% | $6,400+19.5% |
| Admin fee / account holder | $20 | $13,588-99.9% | $10,326-99.8% | $11,427-99.8% |