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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 | $160,391 | $82,678+94.0% | $125,391+27.9% | $68,490+134.2% |
| Participation rate | 92.0% | 75.1%+16.9pp | 82.4%+9.6pp | 67.9%+24.1pp |
| Annual return | -17.92% | -5.97%-12.0pp | 572.41%-590.3pp | -7.85%-10.1pp |
| Employer contribution / active EE | $5,964 | $3,382+76.3% | $4,816+23.9% | $2,597+129.7% |
| Participant deferral / active EE | $5,741 | $6,111-6.1% | $7,448-22.9% | $4,028+42.5% |
| Admin fee / account holder | $165 | $6,277-97.4% | $10,009-98.3% | $5,403-96.9% |