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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 | $82,344 | $129,959-36.6% | $104,301-21.1% | $134,532-38.8% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -14.64% | 42.04%-56.7pp | 24.61%-39.3pp | 418.27%-432.9pp |
| Employer contribution / active EE | $2,983 | $4,185-28.7% | $3,373-11.6% | $4,741-37.1% |
| Participant deferral / active EE | $9,930 | $5,589+77.7% | $4,626+114.7% | $6,401+55.1% |
| Admin fee / account holder | $100 | $9,325-98.9% | $7,340-98.6% | $11,429-99.1% |