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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 | $166,950 | $67,352+147.9% | $60,899+174.1% | $134,509+24.1% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.1%+12.6pp | 81.2%+4.5pp |
| Annual return | -19.61% | 49.99%-69.6pp | 16.92%-36.5pp | 418.13%-437.7pp |
| Employer contribution / active EE | $8,378 | $3,098+170.5% | $2,702+210.0% | $4,741+76.7% |
| Participant deferral / active EE | $11,201 | $4,539+146.8% | $3,817+193.4% | $6,400+75.0% |
| Admin fee / account holder | $150 | $4,585-96.7% | $3,225-95.3% | $11,427-98.7% |