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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 | $44,803 | $95,979-53.3% | $74,551-39.9% | $135,380-66.9% |
| Participation rate | 80.0% | 75.7%+4.3pp | 69.1%+10.9pp | 82.6%-2.6pp |
| Annual return | -7.61% | 56.97%-64.6pp | 32.53%-40.1pp | 519.81%-527.4pp |
| Employer contribution / active EE | $5,058 | $2,716+86.2% | $1,961+157.9% | $4,779+5.8% |
| Participant deferral / active EE | $2,268 | $3,844-41.0% | $3,108-27.0% | $5,609-59.6% |
| Admin fee / account holder | $104 | $6,522-98.4% | $5,059-97.9% | $10,828-99.0% |