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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 | $40,749 | $133,998-69.6% | $112,263-63.7% | $134,545-69.7% |
| Participation rate | 86.7% | 78.6%+8.1pp | 75.1%+11.6pp | 81.2%+5.4pp |
| Annual return | -19.13% | 47.17%-66.3pp | 27.49%-46.6pp | 418.37%-437.5pp |
| Employer contribution / active EE | $3,810 | $4,040-5.7% | $3,636+4.8% | $4,742-19.6% |
| Participant deferral / active EE | $9,677 | $5,292+82.8% | $4,729+104.6% | $6,401+51.2% |
| Admin fee / account holder | $252 | $7,493-96.6% | $6,410-96.1% | $11,431-97.8% |