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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 | $84,739 | $95,915-11.7% | $79,580+6.5% | $134,532-37.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -7.53% | -2.71%-4.8pp | 0.15%-7.7pp | 418.27%-425.8pp |
| Employer contribution / active EE | $26,632 | $3,129+751.2% | $2,413+1003.5% | $4,741+461.7% |
| Participant deferral / active EE | $20,125 | $4,693+328.8% | $3,985+405.0% | $6,401+214.4% |
| Admin fee / account holder | $159 | $9,132-98.3% | $6,835-97.7% | $11,429-98.6% |