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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 | $105,209 | $152,542-31.0% | $117,498-10.5% | $134,509-21.8% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -20.20% | 53.02%-73.2pp | 29.75%-50.0pp | 418.13%-438.3pp |
| Employer contribution / active EE | $10,255 | $5,574+84.0% | $4,178+145.5% | $4,741+116.3% |
| Participant deferral / active EE | $8,773 | $4,819+82.0% | $4,071+115.5% | $6,400+37.1% |
| Admin fee / account holder | $252 | $7,006-96.4% | $5,646-95.5% | $11,427-97.8% |