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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 | $56,197 | $93,124-39.7% | $77,100-27.1% | $134,545-58.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -17.74% | 62.68%-80.4pp | 42.35%-60.1pp | 418.37%-436.1pp |
| Employer contribution / active EE | $3,207 | $3,421-6.3% | $2,815+13.9% | $4,742-32.4% |
| Participant deferral / active EE | $8,418 | $5,242+60.6% | $4,430+90.0% | $6,401+31.5% |
| Admin fee / account holder | $241 | $6,970-96.5% | $5,443-95.6% | $11,431-97.9% |