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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 | $150,347 | $133,998+12.2% | $112,263+33.9% | $134,545+11.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.82% | 47.17%-66.0pp | 27.49%-46.3pp | 418.37%-437.2pp |
| Employer contribution / active EE | $895 | $4,040-77.9% | $3,636-75.4% | $4,742-81.1% |
| Participant deferral / active EE | $6,610 | $5,292+24.9% | $4,729+39.8% | $6,401+3.3% |
| Admin fee / account holder | $0 | $7,493-100.0% | $6,410-100.0% | $11,431-100.0% |