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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 | $20,526 | $133,998-84.7% | $112,263-81.7% | $134,545-84.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -19.46% | 47.17%-66.6pp | 27.49%-46.9pp | 418.37%-437.8pp |
| Employer contribution / active EE | $5,718 | $4,040+41.5% | $3,636+57.2% | $4,742+20.6% |
| Participant deferral / active EE | $4,991 | $5,292-5.7% | $4,729+5.5% | $6,401-22.0% |
| Admin fee / account holder | $112 | $7,493-98.5% | $6,410-98.3% | $11,431-99.0% |