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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 | $66,344 | $67,396-1.6% | $60,919+8.9% | $134,545-50.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -20.01% | 50.12%-70.1pp | 16.96%-37.0pp | 418.37%-438.4pp |
| Employer contribution / active EE | $4,838 | $3,101+56.0% | $2,704+78.9% | $4,742+2.0% |
| Participant deferral / active EE | $13,865 | $4,534+205.8% | $3,814+263.5% | $6,401+116.6% |
| Admin fee / account holder | $267 | $4,590-94.2% | $3,228-91.7% | $11,431-97.7% |