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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 | $218,978 | $133,998+63.4% | $112,263+95.1% | $134,545+62.8% |
| Participation rate | 92.3% | 78.6%+13.7pp | 75.1%+17.2pp | 81.2%+11.1pp |
| Annual return | -17.02% | 47.17%-64.2pp | 27.49%-44.5pp | 418.37%-435.4pp |
| Employer contribution / active EE | $3,047 | $4,040-24.6% | $3,636-16.2% | $4,742-35.7% |
| Participant deferral / active EE | $6,882 | $5,292+30.0% | $4,729+45.5% | $6,401+7.5% |
| Admin fee / account holder | $187 | $7,493-97.5% | $6,410-97.1% | $11,431-98.4% |