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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 | $102,707 | $167,353-38.6% | $143,797-28.6% | $134,545-23.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -9.87% | 0.48%-10.4pp | -0.04%-9.8pp | 418.37%-428.2pp |
| Employer contribution / active EE | $4,651 | $5,620-17.3% | $4,952-6.1% | $4,742-1.9% |
| Participant deferral / active EE | $18,000 | $6,447+179.2% | $5,638+219.2% | $6,401+181.2% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |