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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 | $93,606 | $133,998-30.1% | $112,263-16.6% | $134,545-30.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -3.94% | 47.17%-51.1pp | 27.49%-31.4pp | 418.37%-422.3pp |
| Employer contribution / active EE | $13,624 | $4,040+237.2% | $3,636+274.7% | $4,742+187.3% |
| Participant deferral / active EE | $10,408 | $5,292+96.7% | $4,729+120.1% | $6,401+62.6% |
| Admin fee / account holder | $0 | $7,493-100.0% | $6,410-100.0% | $11,431-100.0% |