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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 | $122,242 | $99,644+22.7% | $86,438+41.4% | $134,532-9.1% |
| Participation rate | 77.8% | 82.1%-4.3pp | 80.3%-2.6pp | 81.2%-3.5pp |
| Annual return | -15.77% | 6787.26%-6803.0pp | 4397.19%-4413.0pp | 418.27%-434.0pp |
| Employer contribution / active EE | $3,861 | $4,402-12.3% | $3,769+2.4% | $4,741-18.6% |
| Participant deferral / active EE | $10,905 | $7,247+50.5% | $6,952+56.8% | $6,401+70.4% |
| Admin fee / account holder | $252 | $8,375-97.0% | $6,733-96.3% | $11,429-97.8% |