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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 | $93,254 | $133,983-30.4% | $112,244-16.9% | $134,493-30.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.72% | 47.13%-64.9pp | 27.46%-45.2pp | 418.01%-435.7pp |
| Employer contribution / active EE | $2,959 | $4,039-26.7% | $3,635-18.6% | $4,740-37.6% |
| Participant deferral / active EE | $14,350 | $5,291+171.2% | $4,728+203.5% | $6,400+124.2% |
| Admin fee / account holder | $0 | $7,490-100.0% | $6,411-100.0% | $11,425-100.0% |