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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 | $60,368 | $67,352-10.4% | $60,899-0.9% | $134,509-55.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -18.80% | 49.99%-68.8pp | 16.92%-35.7pp | 418.13%-436.9pp |
| Employer contribution / active EE | $5,404 | $3,098+74.4% | $2,702+100.0% | $4,741+14.0% |
| Participant deferral / active EE | $8,862 | $4,539+95.2% | $3,817+132.2% | $6,400+38.5% |
| Admin fee / account holder | $20 | $4,585-99.6% | $3,225-99.4% | $11,427-99.8% |