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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 | $117,432 | $67,352+74.4% | $60,899+92.8% | $134,509-12.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -15.07% | 49.99%-65.1pp | 16.92%-32.0pp | 418.13%-433.2pp |
| Employer contribution / active EE | $1,608 | $3,098-48.1% | $2,702-40.5% | $4,741-66.1% |
| Participant deferral / active EE | $7,333 | $4,539+61.6% | $3,817+92.1% | $6,400+14.6% |
| Admin fee / account holder | $20 | $4,585-99.6% | $3,225-99.4% | $11,427-99.8% |