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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 | $192,299 | $100,811+90.8% | $86,698+121.8% | $134,545+42.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -12.73% | 29.11%-41.8pp | 35.96%-48.7pp | 418.37%-431.1pp |
| Employer contribution / active EE | $5,520 | $3,490+58.2% | $2,837+94.6% | $4,742+16.4% |
| Participant deferral / active EE | $23,000 | $5,339+330.8% | $4,656+394.0% | $6,401+259.3% |
| Admin fee / account holder | $118 | $10,926-98.9% | $7,492-98.4% | $11,431-99.0% |