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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 | $82,215 | $95,979-14.3% | $74,551+10.3% | $135,380-39.3% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -5.35% | 56.97%-62.3pp | 32.53%-37.9pp | 519.81%-525.2pp |
| Employer contribution / active EE | $2,527 | $2,716-7.0% | $1,961+28.8% | $4,779-47.1% |
| Participant deferral / active EE | $5,721 | $3,844+48.8% | $3,108+84.1% | $5,609+2.0% |
| Admin fee / account holder | $43 | $6,522-99.3% | $5,059-99.1% | $10,828-99.6% |