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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 | $196,733 | $142,392+38.2% | $119,622+64.5% | $134,532+46.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -4.59% | -12.46%+7.9pp | -14.98%+10.4pp | 418.27%-422.9pp |
| Employer contribution / active EE | $3,858 | $5,224-26.1% | $4,232-8.8% | $4,741-18.6% |
| Participant deferral / active EE | $25,644 | $6,467+296.5% | $5,601+357.9% | $6,401+300.6% |
| Admin fee / account holder | $0 | $13,593-100.0% | $10,328-100.0% | $11,429-100.0% |