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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 | $110,636 | $154,193-28.2% | $130,045-14.9% | $139,466-20.7% |
| Participation rate | 81.8% | 82.0%-0.1pp | 78.5%+3.3pp | 80.3%+1.5pp |
| Annual return | 52.84% | 32.51%+20.3pp | -137.30%+190.1pp | 373.66%-320.8pp |
| Employer contribution / active EE | $2,708 | $5,292-48.8% | $4,321-37.3% | $4,754-43.0% |
| Participant deferral / active EE | $7,145 | $6,709+6.5% | $5,820+22.8% | $6,712+6.5% |
| Admin fee / account holder | $0 | $13,989-100.0% | $10,600-100.0% | $11,409-100.0% |