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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 | $68,816 | $167,352-58.9% | $143,788-52.1% | $134,509-48.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -8.45% | 0.47%-8.9pp | -0.03%-8.4pp | 418.13%-426.6pp |
| Employer contribution / active EE | $12,117 | $5,620+115.6% | $4,952+144.7% | $4,741+155.6% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $18,091-100.0% | $14,675-100.0% | $11,427-100.0% |