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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 | $82,314+9.5% | $68,808+31.0% | $134,532-33.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -1.49% | -2.18%+0.7pp | -6.37%+4.9pp | 418.27%-419.8pp |
| Employer contribution / active EE | $7,395 | $3,301+124.0% | $2,656+178.4% | $4,741+56.0% |
| Participant deferral / active EE | $20,500 | $4,740+332.5% | $3,942+420.0% | $6,401+220.3% |
| Admin fee / account holder | $57 | $6,484-99.1% | $4,936-98.9% | $11,429-99.5% |