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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 | $117,161 | $67,352+74.0% | $60,899+92.4% | $134,509-12.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -11.71% | 49.99%-61.7pp | 16.92%-28.6pp | 418.13%-429.8pp |
| Employer contribution / active EE | $4,114 | $3,098+32.8% | $2,702+52.2% | $4,741-13.2% |
| Participant deferral / active EE | $13,527 | $4,539+198.0% | $3,817+254.4% | $6,400+111.3% |
| Admin fee / account holder | $38 | $4,585-99.2% | $3,225-98.8% | $11,427-99.7% |