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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 | $120,963 | $53,162+127.5% | $91,227+32.6% | $68,490+76.6% |
| Participation rate | 79.6% | 63.2%+16.4pp | 73.2%+6.4pp | 67.9%+11.7pp |
| Annual return | -19.15% | -3.14%-16.0pp | 114.14%-133.3pp | -7.85%-11.3pp |
| Employer contribution / active EE | $4,807 | $1,709+181.2% | $2,851+68.6% | $2,597+85.1% |
| Participant deferral / active EE | $7,373 | $2,974+147.9% | $4,234+74.1% | $4,028+83.0% |
| Admin fee / account holder | $279 | $4,493-93.8% | $5,423-94.9% | $5,403-94.8% |