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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 | $226,727 | $133,981+69.2% | $112,249+102.0% | $134,532+68.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -0.84% | 47.16%-48.0pp | 27.48%-28.3pp | 418.27%-419.1pp |
| Employer contribution / active EE | $3,560 | $4,040-11.9% | $3,636-2.1% | $4,741-24.9% |
| Participant deferral / active EE | $16,318 | $5,292+208.4% | $4,729+245.1% | $6,401+154.9% |
| Admin fee / account holder | $7 | $7,492-99.9% | $6,412-99.9% | $11,429-99.9% |