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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 | $58,146 | $67,372-13.7% | $60,906-4.5% | $134,532-56.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -16.40% | 50.05%-66.4pp | 16.94%-33.3pp | 418.27%-434.7pp |
| Employer contribution / active EE | $4,985 | $3,099+60.8% | $2,703+84.4% | $4,741+5.1% |
| Participant deferral / active EE | $14,386 | $4,532+217.4% | $3,814+277.2% | $6,401+124.8% |
| Admin fee / account holder | $39 | $4,588-99.2% | $3,227-98.8% | $11,429-99.7% |