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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 | $100,592 | $95,975+4.8% | $74,549+34.9% | $135,379-25.7% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -0.43% | 56.96%-57.4pp | 32.53%-33.0pp | 519.79%-520.2pp |
| Employer contribution / active EE | $1,440 | $2,716-47.0% | $1,961-26.6% | $4,779-69.9% |
| Participant deferral / active EE | $5,717 | $3,844+48.8% | $3,108+83.9% | $5,609+1.9% |
| Admin fee / account holder | $132 | $6,522-98.0% | $5,059-97.4% | $10,828-98.8% |