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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 | $42,118 | $131,835-68.1% | $108,582-61.2% | $273,972-84.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 687.50% | -91.57%+779.1pp | -51.70%+739.2pp | 41.46%+646.0pp |
| Employer contribution / active EE | $2,139 | $4,913-56.5% | $3,758-43.1% | $4,869-56.1% |
| Participant deferral / active EE | $5,511 | $5,127+7.5% | $4,311+27.8% | $5,287+4.2% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |