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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 | $109,087 | $105,866+3.0% | $90,766+20.2% | $134,545-18.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -14.15% | -10.99%-3.2pp | -12.16%-2.0pp | 418.37%-432.5pp |
| Employer contribution / active EE | $4,816 | $3,464+39.0% | $2,922+64.8% | $4,742+1.6% |
| Participant deferral / active EE | $4,500 | $5,217-13.7% | $4,565-1.4% | $6,401-29.7% |
| Admin fee / account holder | $0 | $13,938-100.0% | $8,446-100.0% | $11,431-100.0% |