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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 | $158,589 | $56,199+182.2% | $67,652+134.4% | $59,632+165.9% |
| Participation rate | 92.0% | 71.5%+20.5pp | 75.7%+16.3pp | 68.7%+23.3pp |
| Annual return | -1.89% | 18505.31%-18507.2pp | 6625.04%-6626.9pp | 2041.32%-2043.2pp |
| Employer contribution / active EE | $1,445 | $1,614-10.5% | $2,266-36.2% | $2,203-34.4% |
| Participant deferral / active EE | $6,677 | $2,844+134.8% | $3,560+87.6% | $3,192+109.2% |
| Admin fee / account holder | $0 | $3,958-100.0% | $4,821-100.0% | $4,297-100.0% |