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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 | $142,112 | $152,542-6.8% | $117,498+20.9% | $134,509+5.7% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -15.89% | 53.02%-68.9pp | 29.75%-45.6pp | 418.13%-434.0pp |
| Employer contribution / active EE | $12,819 | $5,574+130.0% | $4,178+206.8% | $4,741+170.4% |
| Participant deferral / active EE | $12,787 | $4,819+165.3% | $4,071+214.1% | $6,400+99.8% |
| Admin fee / account holder | $108 | $7,006-98.5% | $5,646-98.1% | $11,427-99.1% |