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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 | $75,541 | $88,585-14.7% | $69,884+8.1% | $134,532-43.8% |
| Participation rate | 85.7% | 74.9%+10.8pp | 70.5%+15.2pp | 81.2%+4.5pp |
| Annual return | -10.78% | 442.80%-453.6pp | 190.81%-201.6pp | 418.27%-429.0pp |
| Employer contribution / active EE | $6,396 | $3,235+97.7% | $2,560+149.8% | $4,741+34.9% |
| Participant deferral / active EE | $11,987 | $4,770+151.3% | $3,848+211.5% | $6,401+87.3% |
| Admin fee / account holder | $0 | $10,441-100.0% | $6,266-100.0% | $11,429-100.0% |