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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 | $142,168 | $67,352+111.1% | $60,899+133.4% | $134,509+5.7% |
| Participation rate | 94.1% | 76.2%+17.9pp | 73.1%+21.0pp | 81.2%+12.9pp |
| Annual return | -20.11% | 49.99%-70.1pp | 16.92%-37.0pp | 418.13%-438.2pp |
| Employer contribution / active EE | $5,068 | $3,098+63.6% | $2,702+87.6% | $4,741+6.9% |
| Participant deferral / active EE | $7,667 | $4,539+68.9% | $3,817+100.9% | $6,400+19.8% |
| Admin fee / account holder | $4 | $4,585-99.9% | $3,225-99.9% | $11,427-100.0% |