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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 | $213,784 | $57,352+272.8% | $83,831+155.0% | $64,173+233.1% |
| Participation rate | 96.3% | 68.6%+27.7pp | 76.1%+20.2pp | 69.6%+26.7pp |
| Annual return | -5.19% | 11.38%-16.6pp | 850.99%-856.2pp | 7.63%-12.8pp |
| Employer contribution / active EE | $16,081 | $2,546+531.8% | $3,631+342.9% | $2,381+575.5% |
| Participant deferral / active EE | $9,728 | $2,993+225.0% | $4,082+138.3% | $3,470+180.4% |
| Admin fee / account holder | $0 | $4,046-100.0% | $5,479-100.0% | $4,887-100.0% |