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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 | $25,293 | $95,979-73.6% | $74,551-66.1% | $135,380-81.3% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -8.78% | 56.97%-65.7pp | 32.53%-41.3pp | 519.81%-528.6pp |
| Employer contribution / active EE | $3,472 | $2,716+27.8% | $1,961+77.0% | $4,779-27.4% |
| Participant deferral / active EE | $6,910 | $3,844+79.8% | $3,108+122.3% | $5,609+23.2% |
| Admin fee / account holder | $218 | $6,522-96.7% | $5,059-95.7% | $10,828-98.0% |