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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 | $41,759 | $152,597-72.6% | $117,533-64.5% | $134,532-69.0% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -15.75% | 53.04%-68.8pp | 29.77%-45.5pp | 418.27%-434.0pp |
| Employer contribution / active EE | $6,667 | $5,576+19.6% | $4,179+59.5% | $4,741+40.6% |
| Participant deferral / active EE | $0 | $4,821-100.0% | $4,072-100.0% | $6,401-100.0% |
| Admin fee / account holder | $188 | $7,007-97.3% | $5,647-96.7% | $11,429-98.4% |