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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 | $59,668 | $95,975-37.8% | $74,549-20.0% | $135,379-55.9% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -7.60% | 56.96%-64.6pp | 32.53%-40.1pp | 519.79%-527.4pp |
| Employer contribution / active EE | $4,167 | $2,716+53.4% | $1,961+112.5% | $4,779-12.8% |
| Participant deferral / active EE | $5,511 | $3,844+43.4% | $3,108+77.3% | $5,609-1.8% |
| Admin fee / account holder | $270 | $6,522-95.9% | $5,059-94.7% | $10,828-97.5% |