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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 | $154,185 | $134,001+15.1% | $112,258+37.3% | $134,509+14.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -8.78% | 47.15%-55.9pp | 27.47%-36.3pp | 418.13%-426.9pp |
| Employer contribution / active EE | $2,752 | $4,039-31.9% | $3,636-24.3% | $4,741-41.9% |
| Participant deferral / active EE | $3,401 | $5,291-35.7% | $4,728-28.1% | $6,400-46.9% |
| Admin fee / account holder | $0 | $7,491-100.0% | $6,411-100.0% | $11,427-100.0% |