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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 | $107,268 | $95,188+12.7% | $76,518+40.2% | $135,379-20.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -7.72% | 4.85%-12.6pp | -0.27%-7.5pp | 519.79%-527.5pp |
| Employer contribution / active EE | $6,370 | $3,303+92.9% | $2,647+140.6% | $4,779+33.3% |
| Participant deferral / active EE | $8,416 | $4,640+81.4% | $3,836+119.4% | $5,609+50.0% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,849-100.0% | $10,828-100.0% |