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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 | $126,450 | $93,023+35.9% | $77,027+64.2% | $134,493-6.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -15.53% | 62.61%-78.1pp | 42.32%-57.9pp | 418.01%-433.5pp |
| Employer contribution / active EE | $1,487 | $3,418-56.5% | $2,813-47.1% | $4,740-68.6% |
| Participant deferral / active EE | $10,598 | $5,238+102.3% | $4,427+139.4% | $6,400+65.6% |
| Admin fee / account holder | $0 | $6,944-100.0% | $5,425-100.0% | $11,425-100.0% |