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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 | $192,312 | $75,962+153.2% | $154,108+24.8% | $64,173+199.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -6.56% | 30.32%-36.9pp | 735.21%-741.8pp | 7.63%-14.2pp |
| Employer contribution / active EE | $9,089 | $3,350+171.3% | $5,298+71.6% | $2,381+281.8% |
| Participant deferral / active EE | $6,525 | $3,175+105.5% | $5,081+28.4% | $3,470+88.1% |
| Admin fee / account holder | $190 | $5,589-96.6% | $13,411-98.6% | $4,887-96.1% |