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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 | $128,107 | $211,946-39.6% | $169,452-24.4% | $135,382-5.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -3.87% | 3.26%-7.1pp | 1.83%-5.7pp | 519.77%-523.6pp |
| Employer contribution / active EE | $9,996 | $5,117+95.3% | $4,157+140.5% | $4,779+109.2% |
| Participant deferral / active EE | $6,746 | $6,075+11.0% | $5,277+27.8% | $5,609+20.3% |
| Admin fee / account holder | $15 | $11,472-99.9% | $9,110-99.8% | $10,829-99.9% |