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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 | $19,904 | $95,975-79.3% | $74,552-73.3% | $135,382-85.3% |
| Participation rate | 92.3% | 75.7%+16.7pp | 69.1%+23.2pp | 82.6%+9.7pp |
| Annual return | -7.69% | 56.96%-64.7pp | 32.53%-40.2pp | 519.77%-527.5pp |
| Employer contribution / active EE | $5,275 | $2,716+94.2% | $1,961+169.0% | $4,779+10.4% |
| Participant deferral / active EE | $2,578 | $3,844-32.9% | $3,108-17.1% | $5,609-54.0% |
| Admin fee / account holder | $262 | $6,522-96.0% | $5,060-94.8% | $10,829-97.6% |