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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 | $48,831 | $133,981-63.6% | $112,249-56.5% | $134,532-63.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -12.99% | 47.16%-60.1pp | 27.48%-40.5pp | 418.27%-431.3pp |
| Employer contribution / active EE | $2,600 | $4,040-35.6% | $3,636-28.5% | $4,741-45.2% |
| Participant deferral / active EE | $9,842 | $5,292+86.0% | $4,729+108.1% | $6,401+53.8% |
| Admin fee / account holder | $0 | $7,492-100.0% | $6,412-100.0% | $11,429-100.0% |