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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 | $207,682 | $142,392+45.9% | $119,622+73.6% | $134,532+54.4% |
| Participation rate | 85.7% | 82.8%+2.9pp | 79.3%+6.5pp | 81.2%+4.5pp |
| Annual return | -8.12% | -12.46%+4.3pp | -14.98%+6.9pp | 418.27%-426.4pp |
| Employer contribution / active EE | $3,574 | $5,224-31.6% | $4,232-15.6% | $4,741-24.6% |
| Participant deferral / active EE | $13,894 | $6,467+114.8% | $5,601+148.1% | $6,401+117.1% |
| Admin fee / account holder | $77 | $13,593-99.4% | $10,328-99.3% | $11,429-99.3% |