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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 | $27,827 | $152,597-81.8% | $117,533-76.3% | $134,532-79.3% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -17.96% | 53.04%-71.0pp | 29.77%-47.7pp | 418.27%-436.2pp |
| Employer contribution / active EE | $8,473 | $5,576+51.9% | $4,179+102.7% | $4,741+78.7% |
| Participant deferral / active EE | $6,000 | $4,821+24.5% | $4,072+47.3% | $6,401-6.3% |
| Admin fee / account holder | $49 | $7,007-99.3% | $5,647-99.1% | $11,429-99.6% |