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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 | $67,206 | $135,645-50.5% | $110,243-39.0% | $135,380-50.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -7.58% | 513.24%-520.8pp | 314.76%-322.3pp | 519.81%-527.4pp |
| Employer contribution / active EE | $14,649 | $4,907+198.5% | $3,827+282.8% | $4,779+206.5% |
| Participant deferral / active EE | $14,668 | $5,507+166.3% | $4,672+213.9% | $5,609+161.5% |
| Admin fee / account holder | $53 | $11,458-99.5% | $8,548-99.4% | $10,828-99.5% |