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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 | $28,227 | $95,975-70.6% | $74,552-62.1% | $135,382-79.2% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -8.36% | 56.96%-65.3pp | 32.53%-40.9pp | 519.77%-528.1pp |
| Employer contribution / active EE | $4,234 | $2,716+55.9% | $1,961+115.9% | $4,779-11.4% |
| Participant deferral / active EE | $5,304 | $3,844+38.0% | $3,108+70.7% | $5,609-5.4% |
| Admin fee / account holder | $29 | $6,522-99.6% | $5,060-99.4% | $10,829-99.7% |