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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 | $33,014 | $95,979-65.6% | $74,551-55.7% | $135,380-75.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -1.08% | 56.97%-58.1pp | 32.53%-33.6pp | 519.81%-520.9pp |
| Employer contribution / active EE | $8,539 | $2,716+214.4% | $1,961+335.4% | $4,779+78.7% |
| Participant deferral / active EE | $5,934 | $3,844+54.4% | $3,108+90.9% | $5,609+5.8% |
| Admin fee / account holder | $272 | $6,522-95.8% | $5,059-94.6% | $10,828-97.5% |