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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 | $148,003 | $190,879-22.5% | $160,009-7.5% | $134,532+10.0% |
| Participation rate | 83.3% | 82.0%+1.4pp | 78.0%+5.4pp | 81.2%+2.1pp |
| Annual return | -18.50% | 552.63%-571.1pp | 408.85%-427.3pp | 418.27%-436.8pp |
| Employer contribution / active EE | $1,589 | $4,995-68.2% | $4,225-62.4% | $4,741-66.5% |
| Participant deferral / active EE | $13,212 | $6,924+90.8% | $6,183+113.7% | $6,401+106.4% |
| Admin fee / account holder | $0 | $10,495-100.0% | $8,715-100.0% | $11,429-100.0% |