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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 | $31,182 | $95,975-67.5% | $74,549-58.2% | $135,379-77.0% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -6.60% | 56.96%-63.6pp | 32.53%-39.1pp | 519.79%-526.4pp |
| Employer contribution / active EE | $3,535 | $2,716+30.1% | $1,961+80.2% | $4,779-26.0% |
| Participant deferral / active EE | $6,244 | $3,844+62.5% | $3,108+100.9% | $5,609+11.3% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,059-100.0% | $10,828-100.0% |