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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 | $168,847 | $142,409+18.6% | $119,634+41.1% | $134,545+25.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -15.02% | -12.46%-2.6pp | -14.98%0pp | 418.37%-433.4pp |
| Employer contribution / active EE | $11,355 | $5,224+117.4% | $4,232+168.3% | $4,742+139.5% |
| Participant deferral / active EE | $9,717 | $6,468+50.2% | $5,601+73.5% | $6,401+51.8% |
| Admin fee / account holder | $38 | $13,594-99.7% | $10,329-99.6% | $11,431-99.7% |