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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 | $140,416 | $154,193-8.9% | $130,045+8.0% | $139,466+0.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 19.89% | 32.51%-12.6pp | -137.30%+157.2pp | 373.66%-353.8pp |
| Employer contribution / active EE | $2,085 | $5,292-60.6% | $4,321-51.8% | $4,754-56.1% |
| Participant deferral / active EE | $11,561 | $6,709+72.3% | $5,820+98.6% | $6,712+72.2% |
| Admin fee / account holder | $55 | $13,989-99.6% | $10,600-99.5% | $11,409-99.5% |