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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 | $131,334 | $133,981-2.0% | $112,249+17.0% | $134,532-2.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.45% | 47.16%-62.6pp | 27.48%-42.9pp | 418.27%-433.7pp |
| Employer contribution / active EE | $1,507 | $4,040-62.7% | $3,636-58.6% | $4,741-68.2% |
| Participant deferral / active EE | $8,484 | $5,292+60.3% | $4,729+79.4% | $6,401+32.5% |
| Admin fee / account holder | $3 | $7,492-100.0% | $6,412-100.0% | $11,429-100.0% |