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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 | $103,016 | $99,644+3.4% | $86,438+19.2% | $134,532-23.4% |
| Participation rate | 94.1% | 82.1%+12.1pp | 80.3%+13.8pp | 81.2%+12.9pp |
| Annual return | -11.08% | 6787.26%-6798.3pp | 4397.19%-4408.3pp | 418.27%-429.4pp |
| Employer contribution / active EE | $1,686 | $4,402-61.7% | $3,769-55.3% | $4,741-64.4% |
| Participant deferral / active EE | $4,902 | $7,247-32.4% | $6,952-29.5% | $6,401-23.4% |
| Admin fee / account holder | $119 | $8,375-98.6% | $6,733-98.2% | $11,429-99.0% |