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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 | $200,700 | $133,981+49.8% | $112,249+78.8% | $134,532+49.2% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -18.70% | 47.16%-65.9pp | 27.48%-46.2pp | 418.27%-437.0pp |
| Employer contribution / active EE | $1,625 | $4,040-59.8% | $3,636-55.3% | $4,741-65.7% |
| Participant deferral / active EE | $14,389 | $5,292+171.9% | $4,729+204.3% | $6,401+124.8% |
| Admin fee / account holder | $85 | $7,492-98.9% | $6,412-98.7% | $11,429-99.3% |