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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 | $78,184 | $48,274+62.0% | $63,244+23.6% | $59,633+31.1% |
| Participation rate | 81.8% | 66.3%+15.5pp | 71.0%+10.8pp | 68.7%+13.1pp |
| Annual return | 2.44% | -240.79%+243.2pp | -70.31%+72.7pp | 2041.45%-2039.0pp |
| Employer contribution / active EE | $1,667 | $1,586+5.1% | $2,322-28.2% | $2,203-24.3% |
| Participant deferral / active EE | $4,037 | $2,343+72.3% | $2,953+36.7% | $3,192+26.5% |
| Admin fee / account holder | $120 | $3,600-96.7% | $5,893-98.0% | $4,297-97.2% |