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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 | $170,410 | $190,862-10.7% | $159,991+6.5% | $134,509+26.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -12.98% | 552.59%-565.6pp | 408.82%-421.8pp | 418.13%-431.1pp |
| Employer contribution / active EE | $3,909 | $4,995-21.7% | $4,225-7.5% | $4,741-17.5% |
| Participant deferral / active EE | $8,551 | $6,924+23.5% | $6,183+38.3% | $6,400+33.6% |
| Admin fee / account holder | $45 | $10,495-99.6% | $8,715-99.5% | $11,427-99.6% |