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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 | $51,732 | $100,811-48.7% | $86,698-40.3% | $134,545-61.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -13.17% | 29.11%-42.3pp | 35.96%-49.1pp | 418.37%-431.5pp |
| Employer contribution / active EE | $7,463 | $3,490+113.8% | $2,837+163.1% | $4,742+57.4% |
| Participant deferral / active EE | $11,371 | $5,339+113.0% | $4,656+144.2% | $6,401+77.6% |
| Admin fee / account holder | $0 | $10,926-100.0% | $7,492-100.0% | $11,431-100.0% |