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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 | $44,226 | $134,001-67.0% | $112,258-60.6% | $134,509-67.1% |
| Participation rate | 90.9% | 78.6%+12.4pp | 75.1%+15.8pp | 81.2%+9.7pp |
| Annual return | -16.25% | 47.15%-63.4pp | 27.47%-43.7pp | 418.13%-434.4pp |
| Employer contribution / active EE | $7,468 | $4,039+84.9% | $3,636+105.4% | $4,741+57.5% |
| Participant deferral / active EE | $5,562 | $5,291+5.1% | $4,728+17.6% | $6,400-13.1% |
| Admin fee / account holder | $0 | $7,491-100.0% | $6,411-100.0% | $11,427-100.0% |