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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 | $50,238 | $167,362-70.0% | $143,799-65.1% | $134,532-62.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.97% | 0.47%-18.4pp | -0.04%-17.9pp | 418.27%-436.2pp |
| Employer contribution / active EE | $17,258 | $5,620+207.1% | $4,952+248.5% | $4,741+264.0% |
| Participant deferral / active EE | $6,426 | $6,447-0.3% | $5,638+14.0% | $6,401+0.4% |
| Admin fee / account holder | $10 | $18,094-99.9% | $14,677-99.9% | $11,429-99.9% |