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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 | $49,132 | $88,585-44.5% | $69,884-29.7% | $134,532-63.5% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -15.98% | 442.80%-458.8pp | 190.81%-206.8pp | 418.27%-434.2pp |
| Employer contribution / active EE | $5,570 | $3,235+72.2% | $2,560+117.6% | $4,741+17.5% |
| Participant deferral / active EE | $4,643 | $4,770-2.6% | $3,848+20.7% | $6,401-27.5% |
| Admin fee / account holder | $189 | $10,441-98.2% | $6,266-97.0% | $11,429-98.4% |