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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 | $114,980 | $135,645-15.2% | $110,243+4.3% | $135,380-15.1% |
| Participation rate | 77.8% | 83.5%-5.7pp | 79.8%-2.0pp | 82.6%-4.9pp |
| Annual return | -3.39% | 513.24%-516.6pp | 314.76%-318.1pp | 519.81%-523.2pp |
| Employer contribution / active EE | $2,756 | $4,907-43.8% | $3,827-28.0% | $4,779-42.3% |
| Participant deferral / active EE | $10,646 | $5,507+93.3% | $4,672+127.9% | $5,609+89.8% |
| Admin fee / account holder | $13 | $11,458-99.9% | $8,548-99.9% | $10,828-99.9% |