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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 | $203,608 | $133,981+52.0% | $112,249+81.4% | $134,532+51.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.77% | 47.16%-62.9pp | 27.48%-43.3pp | 418.27%-434.0pp |
| Employer contribution / active EE | $4,540 | $4,040+12.4% | $3,636+24.9% | $4,741-4.2% |
| Participant deferral / active EE | $7,366 | $5,292+39.2% | $4,729+55.8% | $6,401+15.1% |
| Admin fee / account holder | $5 | $7,492-99.9% | $6,412-99.9% | $11,429-100.0% |