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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 | $60,480 | $147,727-59.1% | $115,756-47.8% | $134,545-55.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.1%+22.9pp | 81.2%+18.8pp |
| Annual return | -18.62% | 73.96%-92.6pp | 143.14%-161.8pp | 418.37%-437.0pp |
| Employer contribution / active EE | $3,650 | $4,713-22.5% | $3,793-3.8% | $4,742-23.0% |
| Participant deferral / active EE | $12,658 | $7,563+67.4% | $6,254+102.4% | $6,401+97.7% |
| Admin fee / account holder | $45 | $14,571-99.7% | $8,124-99.4% | $11,431-99.6% |