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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 | $61,749 | $167,353-63.1% | $143,797-57.1% | $134,545-54.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -9.75% | 0.48%-10.2pp | -0.04%-9.7pp | 418.37%-428.1pp |
| Employer contribution / active EE | $15,590 | $5,620+177.4% | $4,952+214.8% | $4,742+228.8% |
| Participant deferral / active EE | $15,126 | $6,447+134.6% | $5,638+168.3% | $6,401+136.3% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |