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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 | $125,938 | $133,981-6.0% | $112,249+12.2% | $134,532-6.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.11% | 47.16%-63.3pp | 27.48%-43.6pp | 418.27%-434.4pp |
| Employer contribution / active EE | $2,869 | $4,040-29.0% | $3,636-21.1% | $4,741-39.5% |
| Participant deferral / active EE | $4,929 | $5,292-6.9% | $4,729+4.2% | $6,401-23.0% |
| Admin fee / account holder | $137 | $7,492-98.2% | $6,412-97.9% | $11,429-98.8% |