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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 | $176,477 | $133,998+31.7% | $112,263+57.2% | $134,545+31.2% |
| Participation rate | 88.9% | 78.6%+10.3pp | 75.1%+13.8pp | 81.2%+7.7pp |
| Annual return | -16.18% | 47.17%-63.4pp | 27.49%-43.7pp | 418.37%-434.6pp |
| Employer contribution / active EE | $3,894 | $4,040-3.6% | $3,636+7.1% | $4,742-17.9% |
| Participant deferral / active EE | $13,105 | $5,292+147.6% | $4,729+177.1% | $6,401+104.7% |
| Admin fee / account holder | $0 | $7,493-100.0% | $6,410-100.0% | $11,431-100.0% |