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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 | $129,943-45.5% | $104,303-32.1% | $134,493-47.4% |
| Participation rate | 84.6% | 79.5%+5.1pp | 73.3%+11.4pp | 81.2%+3.4pp |
| Annual return | -19.96% | 42.03%-62.0pp | 24.61%-44.6pp | 418.01%-438.0pp |
| Employer contribution / active EE | $11,316 | $4,185+170.4% | $3,372+235.5% | $4,740+138.7% |
| Participant deferral / active EE | $8,604 | $5,588+54.0% | $4,625+86.0% | $6,400+34.4% |
| Admin fee / account holder | $116 | $9,323-98.8% | $7,340-98.4% | $11,425-99.0% |