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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 | $145,590 | $95,975+51.7% | $74,552+95.3% | $135,382+7.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -8.08% | 56.96%-65.0pp | 32.53%-40.6pp | 519.77%-527.8pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,151 | $3,844-70.0% | $3,108-63.0% | $5,609-79.5% |
| Admin fee / account holder | $5 | $6,522-99.9% | $5,060-99.9% | $10,829-100.0% |