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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 | $70,454 | $93,124-24.3% | $77,100-8.6% | $134,545-47.6% |
| Participation rate | 91.7% | 74.5%+17.2pp | 67.9%+23.7pp | 81.2%+10.4pp |
| Annual return | -17.31% | 62.68%-80.0pp | 42.35%-59.7pp | 418.37%-435.7pp |
| Employer contribution / active EE | $4,305 | $3,421+25.8% | $2,815+52.9% | $4,742-9.2% |
| Participant deferral / active EE | $4,516 | $5,242-13.9% | $4,430+1.9% | $6,401-29.5% |
| Admin fee / account holder | $63 | $6,970-99.1% | $5,443-98.8% | $11,431-99.4% |