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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 | $131,369 | $75,962+72.9% | $154,111-14.8% | $64,173+104.7% |
| Participation rate | 96.3% | 70.4%+25.9pp | 83.0%+13.3pp | 69.6%+26.7pp |
| Annual return | -7.14% | 30.32%-37.5pp | 735.18%-742.3pp | 7.63%-14.8pp |
| Employer contribution / active EE | $7,072 | $3,350+111.1% | $5,298+33.5% | $2,381+197.0% |
| Participant deferral / active EE | $6,323 | $3,175+99.2% | $5,081+24.5% | $3,470+82.2% |
| Admin fee / account holder | $214 | $5,589-96.2% | $13,411-98.4% | $4,887-95.6% |