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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 | $25,976 | $133,981-80.6% | $112,249-76.9% | $134,532-80.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -9.10% | 47.16%-56.3pp | 27.48%-36.6pp | 418.27%-427.4pp |
| Employer contribution / active EE | $4,772 | $4,040+18.1% | $3,636+31.2% | $4,741+0.7% |
| Participant deferral / active EE | $10,693 | $5,292+102.1% | $4,729+126.1% | $6,401+67.0% |
| Admin fee / account holder | $202 | $7,492-97.3% | $6,412-96.8% | $11,429-98.2% |