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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 | $36,086 | $152,591-76.4% | $117,529-69.3% | $134,545-73.2% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -16.39% | 53.04%-69.4pp | 29.77%-46.2pp | 418.37%-434.8pp |
| Employer contribution / active EE | $6,535 | $5,576+17.2% | $4,179+56.4% | $4,742+37.8% |
| Participant deferral / active EE | $5,030 | $4,821+4.3% | $4,072+23.5% | $6,401-21.4% |
| Admin fee / account holder | $85 | $7,004-98.8% | $5,645-98.5% | $11,431-99.3% |