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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 | $114,202 | $72,404+57.7% | $110,243+3.6% | $64,173+78.0% |
| Participation rate | 74.5% | 73.3%+1.1pp | 79.8%-5.4pp | 69.6%+4.9pp |
| Annual return | -3.42% | -6.29%+2.9pp | 314.76%-318.2pp | 7.63%-11.1pp |
| Employer contribution / active EE | $3,849 | $2,282+68.7% | $3,827+0.6% | $2,381+61.7% |
| Participant deferral / active EE | $5,226 | $3,469+50.6% | $4,672+11.8% | $3,470+50.6% |
| Admin fee / account holder | $275 | $5,664-95.1% | $8,548-96.8% | $4,887-94.4% |