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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 | $130,819 | $100,805+29.8% | $86,698+50.9% | $134,532-2.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -20.04% | 29.09%-49.1pp | 35.95%-56.0pp | 418.27%-438.3pp |
| Employer contribution / active EE | $5,582 | $3,490+59.9% | $2,837+96.8% | $4,741+17.7% |
| Participant deferral / active EE | $13,821 | $5,339+158.9% | $4,656+196.8% | $6,401+115.9% |
| Admin fee / account holder | $0 | $10,925-100.0% | $7,493-100.0% | $11,429-100.0% |