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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 | $103,058 | $56,197+83.4% | $67,652+52.3% | $59,633+72.8% |
| Participation rate | 83.7% | 71.5%+12.2pp | 75.7%+8.1pp | 68.7%+15.1pp |
| Annual return | -0.51% | 18508.10%-18508.6pp | 6625.40%-6625.9pp | 2041.45%-2042.0pp |
| Employer contribution / active EE | $1,503 | $1,615-6.9% | $2,266-33.7% | $2,203-31.8% |
| Participant deferral / active EE | $6,598 | $2,844+132.1% | $3,560+85.4% | $3,192+106.7% |
| Admin fee / account holder | $209 | $3,958-94.7% | $4,821-95.7% | $4,297-95.1% |