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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 | $24,317 | $133,981-81.9% | $112,249-78.3% | $134,532-81.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.97% | 47.16%-65.1pp | 27.48%-45.5pp | 418.27%-436.2pp |
| Employer contribution / active EE | $10,664 | $4,040+164.0% | $3,636+193.3% | $4,741+124.9% |
| Participant deferral / active EE | $5,530 | $5,292+4.5% | $4,729+16.9% | $6,401-13.6% |
| Admin fee / account holder | $217 | $7,492-97.1% | $6,412-96.6% | $11,429-98.1% |