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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 | $75,978 | $82,678-8.1% | $125,391-39.4% | $68,490+10.9% |
| Participation rate | 73.7% | 75.1%-1.4pp | 82.4%-8.7pp | 67.9%+5.8pp |
| Annual return | -17.94% | -5.97%-12.0pp | 572.41%-590.3pp | -7.85%-10.1pp |
| Employer contribution / active EE | $4,447 | $3,382+31.5% | $4,816-7.7% | $2,597+71.3% |
| Participant deferral / active EE | $7,792 | $6,111+27.5% | $7,448+4.6% | $4,028+93.5% |
| Admin fee / account holder | $134 | $6,277-97.9% | $10,009-98.7% | $5,403-97.5% |