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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 | $44,975 | $95,975-53.1% | $74,552-39.7% | $135,382-66.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -6.98% | 56.96%-63.9pp | 32.53%-39.5pp | 519.77%-526.8pp |
| Employer contribution / active EE | $3,071 | $2,716+13.1% | $1,961+56.6% | $4,779-35.7% |
| Participant deferral / active EE | $6,811 | $3,844+77.2% | $3,108+119.1% | $5,609+21.4% |
| Admin fee / account holder | $267 | $6,522-95.9% | $5,060-94.7% | $10,829-97.5% |