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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 | $26,108 | $133,981-80.5% | $112,249-76.7% | $134,532-80.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.45% | 47.16%-61.6pp | 27.48%-41.9pp | 418.27%-432.7pp |
| Employer contribution / active EE | $5,165 | $4,040+27.8% | $3,636+42.0% | $4,741+8.9% |
| Participant deferral / active EE | $12,851 | $5,292+142.8% | $4,729+171.7% | $6,401+100.8% |
| Admin fee / account holder | $221 | $7,492-97.1% | $6,412-96.6% | $11,429-98.1% |