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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 | $38,600 | $133,998-71.2% | $112,263-65.6% | $134,545-71.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -19.51% | 47.17%-66.7pp | 27.49%-47.0pp | 418.37%-437.9pp |
| Employer contribution / active EE | $3,045 | $4,040-24.6% | $3,636-16.3% | $4,742-35.8% |
| Participant deferral / active EE | $12,477 | $5,292+135.8% | $4,729+163.8% | $6,401+94.9% |
| Admin fee / account holder | $0 | $7,493-100.0% | $6,410-100.0% | $11,431-100.0% |