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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 | $67,541 | $84,628-20.2% | $61,501+9.8% | $134,545-49.8% |
| Participation rate | 88.9% | 62.2%+26.7pp | 52.6%+36.3pp | 81.2%+7.7pp |
| Annual return | -18.86% | 585.61%-604.5pp | 339.04%-357.9pp | 418.37%-437.2pp |
| Employer contribution / active EE | $2,567 | $1,545+66.2% | $1,160+121.4% | $4,742-45.9% |
| Participant deferral / active EE | $16,056 | $2,819+469.7% | $2,125+655.7% | $6,401+150.8% |
| Admin fee / account holder | $95 | $2,587-96.3% | $2,132-95.5% | $11,431-99.2% |