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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 | $111,582 | $133,998-16.7% | $112,263-0.6% | $134,545-17.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.29% | 47.17%-65.5pp | 27.49%-45.8pp | 418.37%-436.7pp |
| Employer contribution / active EE | $28,779 | $4,040+612.3% | $3,636+691.5% | $4,742+507.0% |
| Participant deferral / active EE | $16,824 | $5,292+217.9% | $4,729+255.7% | $6,401+162.8% |
| Admin fee / account holder | $0 | $7,493-100.0% | $6,410-100.0% | $11,431-100.0% |