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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 | $30,065 | $133,981-77.6% | $112,249-73.2% | $134,532-77.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.61% | 47.16%-63.8pp | 27.48%-44.1pp | 418.27%-434.9pp |
| Employer contribution / active EE | $4,479 | $4,040+10.9% | $3,636+23.2% | $4,741-5.5% |
| Participant deferral / active EE | $7,945 | $5,292+50.1% | $4,729+68.0% | $6,401+24.1% |
| Admin fee / account holder | $252 | $7,492-96.6% | $6,412-96.1% | $11,429-97.8% |