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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 | $108,960 | $152,542-28.6% | $117,498-7.3% | $134,509-19.0% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -16.97% | 53.02%-70.0pp | 29.75%-46.7pp | 418.13%-435.1pp |
| Employer contribution / active EE | $9,678 | $5,574+73.6% | $4,178+131.6% | $4,741+104.1% |
| Participant deferral / active EE | $7,344 | $4,819+52.4% | $4,071+80.4% | $6,400+14.7% |
| Admin fee / account holder | $0 | $7,006-100.0% | $5,646-100.0% | $11,427-100.0% |