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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 | $161,310 | $95,193+69.5% | $76,523+110.8% | $135,382+19.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -7.79% | 4.85%-12.6pp | -0.27%-7.5pp | 519.77%-527.6pp |
| Employer contribution / active EE | $6,414 | $3,302+94.2% | $2,647+142.3% | $4,779+34.2% |
| Participant deferral / active EE | $11,608 | $4,639+150.2% | $3,835+202.7% | $5,609+107.0% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,848-100.0% | $10,829-100.0% |