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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 | $165,656 | $95,975+72.6% | $74,549+122.2% | $135,379+22.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -6.78% | 56.96%-63.7pp | 32.53%-39.3pp | 519.79%-526.6pp |
| Employer contribution / active EE | $1,651 | $2,716-39.2% | $1,961-15.8% | $4,779-65.5% |
| Participant deferral / active EE | $3,225 | $3,844-16.1% | $3,108+3.8% | $5,609-42.5% |
| Admin fee / account holder | $89 | $6,522-98.6% | $5,059-98.2% | $10,828-99.2% |