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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 | $220,479 | $133,981+64.6% | $112,249+96.4% | $134,532+63.9% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -19.07% | 47.16%-66.2pp | 27.48%-46.6pp | 418.27%-437.3pp |
| Employer contribution / active EE | $2,045 | $4,040-49.4% | $3,636-43.8% | $4,741-56.9% |
| Participant deferral / active EE | $12,824 | $5,292+142.3% | $4,729+171.2% | $6,401+100.3% |
| Admin fee / account holder | $0 | $7,492-100.0% | $6,412-100.0% | $11,429-100.0% |