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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 | $43,323 | $133,998-67.7% | $112,263-61.4% | $134,545-67.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.69% | 47.17%-61.9pp | 27.49%-42.2pp | 418.37%-433.1pp |
| Employer contribution / active EE | $8,500 | $4,040+110.4% | $3,636+133.8% | $4,742+79.3% |
| Participant deferral / active EE | $5,299 | $5,292+0.1% | $4,729+12.0% | $6,401-17.2% |
| Admin fee / account holder | $109 | $7,493-98.5% | $6,410-98.3% | $11,431-99.0% |