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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 | $91,011 | $82,678+10.1% | $125,391-27.4% | $68,490+32.9% |
| Participation rate | 88.0% | 75.1%+12.9pp | 82.4%+5.6pp | 67.9%+20.1pp |
| Annual return | -12.47% | -5.97%-6.5pp | 572.41%-584.9pp | -7.85%-4.6pp |
| Employer contribution / active EE | $3,136 | $3,382-7.3% | $4,816-34.9% | $2,597+20.8% |
| Participant deferral / active EE | $6,065 | $6,111-0.8% | $7,448-18.6% | $4,028+50.6% |
| Admin fee / account holder | $70 | $6,277-98.9% | $10,009-99.3% | $5,403-98.7% |