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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 | $165,181 | $93,098+77.4% | $77,081+114.3% | $134,509+22.8% |
| Participation rate | 77.8% | 74.5%+3.3pp | 67.9%+9.9pp | 81.2%-3.5pp |
| Annual return | -10.73% | 62.63%-73.4pp | 42.33%-53.1pp | 418.13%-428.9pp |
| Employer contribution / active EE | $1,290 | $3,419-62.3% | $2,813-54.1% | $4,741-72.8% |
| Participant deferral / active EE | $6,733 | $5,239+28.5% | $4,428+52.1% | $6,400+5.2% |
| Admin fee / account holder | $0 | $6,945-100.0% | $5,427-100.0% | $11,427-100.0% |