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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 | $20,327 | $167,353-87.9% | $143,797-85.9% | $134,545-84.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.56% | 0.48%-19.0pp | -0.04%-18.5pp | 418.37%-436.9pp |
| Employer contribution / active EE | $13,864 | $5,620+146.7% | $4,952+179.9% | $4,742+192.4% |
| Participant deferral / active EE | $8,094 | $6,447+25.5% | $5,638+43.6% | $6,401+26.4% |
| Admin fee / account holder | $202 | $18,096-98.9% | $14,679-98.6% | $11,431-98.2% |