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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 | $90,162 | $82,288+9.6% | $68,794+31.1% | $134,509-33.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -1.49% | -2.19%+0.7pp | -6.37%+4.9pp | 418.13%-419.6pp |
| Employer contribution / active EE | $7,395 | $3,301+124.0% | $2,656+178.5% | $4,741+56.0% |
| Participant deferral / active EE | $20,500 | $4,738+332.6% | $3,941+420.1% | $6,400+220.3% |
| Admin fee / account holder | $57 | $6,482-99.1% | $4,934-98.9% | $11,427-99.5% |