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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 | $90,072 | $167,533-46.2% | $151,645-40.6% | $134,545-33.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.47% | 7.81%-26.3pp | 3.34%-21.8pp | 418.37%-436.8pp |
| Employer contribution / active EE | $14,605 | $6,828+113.9% | $6,165+136.9% | $4,742+208.0% |
| Participant deferral / active EE | $12,178 | $8,985+35.5% | $8,363+45.6% | $6,401+90.2% |
| Admin fee / account holder | $42 | $13,781-99.7% | $11,614-99.6% | $11,431-99.6% |