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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 | $149,407 | $167,352-10.7% | $143,788+3.9% | $134,509+11.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.72% | 0.47%-19.2pp | -0.03%-18.7pp | 418.13%-436.9pp |
| Employer contribution / active EE | $10,847 | $5,620+93.0% | $4,952+119.0% | $4,741+128.8% |
| Participant deferral / active EE | $7,906 | $6,447+22.6% | $5,638+40.2% | $6,400+23.5% |
| Admin fee / account holder | $60 | $18,091-99.7% | $14,675-99.6% | $11,427-99.5% |