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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 | $63,806 | $77,816-18.0% | $123,552-48.4% | $64,173-0.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -6.73% | 12.49%-19.2pp | 119.20%-125.9pp | 7.63%-14.4pp |
| Employer contribution / active EE | $4,872 | $3,014+61.6% | $4,628+5.3% | $2,381+104.6% |
| Participant deferral / active EE | $5,719 | $5,240+9.1% | $6,426-11.0% | $3,470+64.8% |
| Admin fee / account holder | $219 | $5,519-96.0% | $9,285-97.6% | $4,887-95.5% |