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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 | $70,801 | $129,960-45.5% | $104,299-32.1% | $134,545-47.4% |
| Participation rate | 84.6% | 79.5%+5.1pp | 73.3%+11.3pp | 81.2%+3.4pp |
| Annual return | -19.96% | 42.06%-62.0pp | 24.62%-44.6pp | 418.37%-438.3pp |
| Employer contribution / active EE | $11,316 | $4,186+170.3% | $3,373+235.5% | $4,742+138.7% |
| Participant deferral / active EE | $8,604 | $5,589+53.9% | $4,626+86.0% | $6,401+34.4% |
| Admin fee / account holder | $116 | $9,324-98.8% | $7,339-98.4% | $11,431-99.0% |