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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 | $134,667 | $53,546+151.5% | $69,884+92.7% | $68,486+96.6% |
| Participation rate | 100.0% | 64.5%+35.5pp | 70.5%+29.5pp | 67.9%+32.1pp |
| Annual return | -17.36% | -13.87%-3.5pp | 190.81%-208.2pp | -7.85%-9.5pp |
| Employer contribution / active EE | $5,942 | $2,019+194.3% | $2,560+132.1% | $2,597+128.8% |
| Participant deferral / active EE | $5,504 | $2,957+86.1% | $3,848+43.0% | $4,028+36.6% |
| Admin fee / account holder | $19 | $4,693-99.6% | $6,266-99.7% | $5,404-99.6% |