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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 | $108,010 | $95,979+12.5% | $74,551+44.9% | $135,380-20.2% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -5.03% | 56.97%-62.0pp | 32.53%-37.6pp | 519.81%-524.8pp |
| Employer contribution / active EE | $4,458 | $2,716+64.1% | $1,961+127.3% | $4,779-6.7% |
| Participant deferral / active EE | $4,988 | $3,844+29.8% | $3,108+60.5% | $5,609-11.1% |
| Admin fee / account holder | -$196 | $6,522-103.0% | $5,059-103.9% | $10,828-101.8% |