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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 | $109,496 | $67,214+62.9% | $61,491+78.1% | $134,545-18.6% |
| Participation rate | 100.0% | 83.7%+16.3pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -18.14% | -12.08%-6.1pp | -12.98%-5.2pp | 418.37%-436.5pp |
| Employer contribution / active EE | $3,475 | $4,974-30.1% | $4,246-18.2% | $4,742-26.7% |
| Participant deferral / active EE | $5,792 | $6,103-5.1% | $5,188+11.6% | $6,401-9.5% |
| Admin fee / account holder | $20 | $4,610-99.6% | $4,312-99.5% | $11,431-99.8% |