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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 | $117,566 | $93,117+26.3% | $77,096+52.5% | $134,532-12.6% |
| Participation rate | 94.1% | 74.5%+19.6pp | 67.9%+26.2pp | 81.2%+12.9pp |
| Annual return | -6.44% | 62.67%-69.1pp | 42.35%-48.8pp | 418.27%-424.7pp |
| Employer contribution / active EE | $10,844 | $3,420+217.1% | $2,814+285.3% | $4,741+128.7% |
| Participant deferral / active EE | $6,384 | $5,241+21.8% | $4,429+44.1% | $6,401-0.3% |
| Admin fee / account holder | $67 | $6,948-99.0% | $5,428-98.8% | $11,429-99.4% |