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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 | $72,122 | $134,001-46.2% | $112,258-35.8% | $134,509-46.4% |
| Participation rate | 91.7% | 78.6%+13.1pp | 75.1%+16.6pp | 81.2%+10.4pp |
| Annual return | -14.02% | 47.15%-61.2pp | 27.47%-41.5pp | 418.13%-432.2pp |
| Employer contribution / active EE | $8,833 | $4,039+118.7% | $3,636+143.0% | $4,741+86.3% |
| Participant deferral / active EE | $0 | $5,291-100.0% | $4,728-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $7,491-100.0% | $6,411-100.0% | $11,427-100.0% |