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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 | $93,124+35.8% | $77,100+64.0% | $134,545-6.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -15.53% | 62.68%-78.2pp | 42.35%-57.9pp | 418.37%-433.9pp |
| Employer contribution / active EE | $1,487 | $3,421-56.5% | $2,815-47.2% | $4,742-68.6% |
| Participant deferral / active EE | $10,598 | $5,242+102.2% | $4,430+139.3% | $6,401+65.6% |
| Admin fee / account holder | $0 | $6,970-100.0% | $5,443-100.0% | $11,431-100.0% |