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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 | $57,847 | $57,352+0.9% | $83,831-31.0% | $64,173-9.9% |
| Participation rate | 93.1% | 68.6%+24.5pp | 76.1%+17.0pp | 69.6%+23.5pp |
| Annual return | -6.63% | 11.38%-18.0pp | 850.99%-857.6pp | 7.63%-14.3pp |
| Employer contribution / active EE | $11,933 | $2,546+368.8% | $3,631+228.6% | $2,381+401.2% |
| Participant deferral / active EE | $7,498 | $2,993+150.5% | $4,082+83.7% | $3,470+116.1% |
| Admin fee / account holder | $204 | $4,046-95.0% | $5,479-96.3% | $4,887-95.8% |