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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 | $128,799 | $87,016+48.0% | $63,244+103.7% | $125,388+2.7% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.0%+29.0pp | 83.2%+16.8pp |
| Annual return | -3.71% | 21.71%-25.4pp | -70.31%+66.6pp | 282.24%-285.9pp |
| Employer contribution / active EE | $11,622 | $3,601+222.8% | $2,322+400.5% | $4,866+138.8% |
| Participant deferral / active EE | $9,055 | $3,939+129.9% | $2,953+206.6% | $5,352+69.2% |
| Admin fee / account holder | $44 | $11,954-99.6% | $5,893-99.2% | $9,541-99.5% |