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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 | $44,964 | $138,075-67.4% | $123,552-63.6% | $135,379-66.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.75% | 153.70%-162.5pp | 119.20%-128.0pp | 519.79%-528.5pp |
| Employer contribution / active EE | $9,911 | $5,152+92.4% | $4,628+114.2% | $4,779+107.4% |
| Participant deferral / active EE | $5,130 | $6,800-24.6% | $6,426-20.2% | $5,609-8.5% |
| Admin fee / account holder | $258 | $10,917-97.6% | $9,285-97.2% | $10,828-97.6% |