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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 | $125,974 | $168,636-25.3% | $147,618-14.7% | $125,388+0.5% |
| Participation rate | 83.3% | 88.8%-5.4pp | 84.6%-1.3pp | 83.2%+0.1pp |
| Annual return | -2.76% | 77.65%-80.4pp | 61.98%-64.7pp | 282.24%-285.0pp |
| Employer contribution / active EE | $7,667 | $6,252+22.6% | $5,565+37.8% | $4,866+57.6% |
| Participant deferral / active EE | $6,238 | $5,507+13.3% | $4,895+27.4% | $5,352+16.6% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |