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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 | $158,254 | $133,998+18.1% | $112,263+41.0% | $134,545+17.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.36% | 47.17%-62.5pp | 27.49%-42.9pp | 418.37%-433.7pp |
| Employer contribution / active EE | $2,195 | $4,040-45.7% | $3,636-39.6% | $4,742-53.7% |
| Participant deferral / active EE | $9,000 | $5,292+70.1% | $4,729+90.3% | $6,401+40.6% |
| Admin fee / account holder | $220 | $7,493-97.1% | $6,410-96.6% | $11,431-98.1% |