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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 | $46,896 | $67,396-30.4% | $60,919-23.0% | $134,545-65.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -7.87% | 50.12%-58.0pp | 16.96%-24.8pp | 418.37%-426.2pp |
| Employer contribution / active EE | $10,270 | $3,101+231.2% | $2,704+279.8% | $4,742+116.6% |
| Participant deferral / active EE | $8,011 | $4,534+76.7% | $3,814+110.0% | $6,401+25.1% |
| Admin fee / account holder | $0 | $4,590-100.0% | $3,228-100.0% | $11,431-100.0% |