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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 | $138,638 | $129,959+6.7% | $104,301+32.9% | $134,532+3.1% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -17.12% | 42.04%-59.2pp | 24.61%-41.7pp | 418.27%-435.4pp |
| Employer contribution / active EE | $2,882 | $4,185-31.1% | $3,373-14.5% | $4,741-39.2% |
| Participant deferral / active EE | $7,742 | $5,589+38.5% | $4,626+67.4% | $6,401+20.9% |
| Admin fee / account holder | $12 | $9,325-99.9% | $7,340-99.8% | $11,429-99.9% |