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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 | $50,061 | $92,743-46.0% | $82,744-39.5% | $134,532-62.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -17.12% | 946.63%-963.7pp | 702.22%-719.3pp | 418.27%-435.4pp |
| Employer contribution / active EE | $3,337 | $3,273+2.0% | $3,008+10.9% | $4,741-29.6% |
| Participant deferral / active EE | $11,612 | $4,802+141.8% | $4,395+164.2% | $6,401+81.4% |
| Admin fee / account holder | $266 | $5,977-95.5% | $5,325-95.0% | $11,429-97.7% |