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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 | $70,673 | $106,551-33.7% | $91,225-22.5% | $134,532-47.5% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -19.03% | 160.78%-179.8pp | 114.12%-133.2pp | 418.27%-437.3pp |
| Employer contribution / active EE | $13,525 | $3,331+306.0% | $2,851+374.4% | $4,741+185.3% |
| Participant deferral / active EE | $12,641 | $4,718+167.9% | $4,233+198.6% | $6,401+97.5% |
| Admin fee / account holder | $34 | $6,234-99.4% | $5,422-99.4% | $11,429-99.7% |