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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 | $92,487 | $78,694+17.5% | $67,652+36.7% | $125,389-26.2% |
| Participation rate | 80.0% | 78.8%+1.2pp | 75.7%+4.3pp | 83.2%-3.2pp |
| Annual return | -1.62% | 9.46%-11.1pp | 6625.40%-6627.0pp | 282.24%-283.9pp |
| Employer contribution / active EE | $1,692 | $3,044-44.4% | $2,266-25.3% | $4,866-65.2% |
| Participant deferral / active EE | $5,892 | $4,292+37.3% | $3,560+65.5% | $5,352+10.1% |
| Admin fee / account holder | -$103 | $7,403-101.4% | $4,821-102.1% | $9,541-101.1% |