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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 | $127,985 | $95,895+33.5% | $79,576+60.8% | $134,509-4.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -16.36% | -2.72%-13.6pp | 0.15%-16.5pp | 418.13%-434.5pp |
| Employer contribution / active EE | $12,342 | $3,128+294.5% | $2,413+411.5% | $4,741+160.4% |
| Participant deferral / active EE | $8,700 | $4,693+85.4% | $3,985+118.3% | $6,400+35.9% |
| Admin fee / account holder | $11 | $9,129-99.9% | $6,834-99.8% | $11,427-99.9% |