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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 | $115,817 | $167,353-30.8% | $143,797-19.5% | $134,545-13.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.97% | 0.48%-15.5pp | -0.04%-14.9pp | 418.37%-433.3pp |
| Employer contribution / active EE | $7,712 | $5,620+37.2% | $4,952+55.7% | $4,742+62.6% |
| Participant deferral / active EE | $4,408 | $6,447-31.6% | $5,638-21.8% | $6,401-31.1% |
| Admin fee / account holder | $99 | $18,096-99.5% | $14,679-99.3% | $11,431-99.1% |