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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 | $41,416 | $95,979-56.8% | $74,551-44.4% | $135,380-69.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -8.23% | 56.97%-65.2pp | 32.53%-40.8pp | 519.81%-528.0pp |
| Employer contribution / active EE | $11,414 | $2,716+320.2% | $1,961+482.0% | $4,779+138.8% |
| Participant deferral / active EE | $6,330 | $3,844+64.7% | $3,108+103.6% | $5,609+12.9% |
| Admin fee / account holder | $153 | $6,522-97.6% | $5,059-97.0% | $10,828-98.6% |