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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 | $48,975 | $129,959-62.3% | $104,301-53.0% | $134,532-63.6% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -17.43% | 42.04%-59.5pp | 24.61%-42.0pp | 418.27%-435.7pp |
| Employer contribution / active EE | $11,675 | $4,185+178.9% | $3,373+246.1% | $4,741+146.2% |
| Participant deferral / active EE | $7,463 | $5,589+33.5% | $4,626+61.3% | $6,401+16.6% |
| Admin fee / account holder | $0 | $9,325-100.0% | $7,340-100.0% | $11,429-100.0% |