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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 | $18,554 | $93,124-80.1% | $77,100-75.9% | $134,545-86.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -18.94% | 62.68%-81.6pp | 42.35%-61.3pp | 418.37%-437.3pp |
| Employer contribution / active EE | $2,997 | $3,421-12.4% | $2,815+6.5% | $4,742-36.8% |
| Participant deferral / active EE | $15,877 | $5,242+202.9% | $4,430+258.4% | $6,401+148.0% |
| Admin fee / account holder | $97 | $6,970-98.6% | $5,443-98.2% | $11,431-99.1% |