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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 | $75,081 | $131,835-43.0% | $108,582-30.9% | $273,972-72.6% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.6%-4.6pp | 83.0%-8.0pp |
| Annual return | 219.05% | -91.57%+310.6pp | -51.70%+270.7pp | 41.46%+177.6pp |
| Employer contribution / active EE | $8,801 | $4,913+79.1% | $3,758+134.2% | $4,869+80.8% |
| Participant deferral / active EE | $5,094 | $5,127-0.7% | $4,311+18.2% | $5,287-3.7% |
| Admin fee / account holder | $4 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |