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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 | $130,593 | $100,792+29.6% | $86,691+50.6% | $134,509-2.9% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -17.18% | 29.08%-46.3pp | 35.94%-53.1pp | 418.13%-435.3pp |
| Employer contribution / active EE | $2,273 | $3,491-34.9% | $2,837-19.9% | $4,741-52.1% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,400-100.0% |
| Admin fee / account holder | $164 | $10,924-98.5% | $7,492-97.8% | $11,427-98.6% |