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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 | $62,426 | $95,975-35.0% | $74,549-16.3% | $135,379-53.9% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -6.07% | 56.96%-63.0pp | 32.53%-38.6pp | 519.79%-525.9pp |
| Employer contribution / active EE | $13,249 | $2,716+387.8% | $1,961+575.7% | $4,779+177.2% |
| Participant deferral / active EE | $7,029 | $3,844+82.9% | $3,108+126.1% | $5,609+25.3% |
| Admin fee / account holder | $240 | $6,522-96.3% | $5,059-95.2% | $10,828-97.8% |