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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 | $114,054 | $133,998-14.9% | $112,263+1.6% | $134,545-15.2% |
| Participation rate | 71.4% | 78.6%-7.1pp | 75.1%-3.6pp | 81.2%-9.8pp |
| Annual return | -17.49% | 47.17%-64.7pp | 27.49%-45.0pp | 418.37%-435.9pp |
| Employer contribution / active EE | $10,368 | $4,040+156.6% | $3,636+185.1% | $4,742+118.7% |
| Participant deferral / active EE | $6,665 | $5,292+25.9% | $4,729+40.9% | $6,401+4.1% |
| Admin fee / account holder | $0 | $7,493-100.0% | $6,410-100.0% | $11,431-100.0% |