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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 | $61,890 | $152,542-59.4% | $117,498-47.3% | $134,509-54.0% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -19.50% | 53.02%-72.5pp | 29.75%-49.3pp | 418.13%-437.6pp |
| Employer contribution / active EE | $1,830 | $5,574-67.2% | $4,178-56.2% | $4,741-61.4% |
| Participant deferral / active EE | $11,420 | $4,819+137.0% | $4,071+180.5% | $6,400+78.4% |
| Admin fee / account holder | $221 | $7,006-96.9% | $5,646-96.1% | $11,427-98.1% |