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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 | $69,545 | $134,001-48.1% | $112,258-38.0% | $134,509-48.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.87% | 47.15%-65.0pp | 27.47%-45.3pp | 418.13%-436.0pp |
| Employer contribution / active EE | $4,664 | $4,039+15.5% | $3,636+28.3% | $4,741-1.6% |
| Participant deferral / active EE | $6,231 | $5,291+17.8% | $4,728+31.8% | $6,400-2.6% |
| Admin fee / account holder | $273 | $7,491-96.4% | $6,411-95.7% | $11,427-97.6% |