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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 | $132,852 | $133,981-0.8% | $112,249+18.4% | $134,532-1.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -19.40% | 47.16%-66.6pp | 27.48%-46.9pp | 418.27%-437.7pp |
| Employer contribution / active EE | $3,853 | $4,040-4.6% | $3,636+6.0% | $4,741-18.7% |
| Participant deferral / active EE | $9,367 | $5,292+77.0% | $4,729+98.1% | $6,401+46.3% |
| Admin fee / account holder | $5 | $7,492-99.9% | $6,412-99.9% | $11,429-100.0% |