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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 | $37,345 | $82,674-54.8% | $125,381-70.2% | $68,486-45.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -10.55% | -5.97%-4.6pp | 572.31%-582.9pp | -7.85%-2.7pp |
| Employer contribution / active EE | $6,206 | $3,382+83.5% | $4,815+28.9% | $2,597+139.0% |
| Participant deferral / active EE | $6,139 | $6,111+0.5% | $7,448-17.6% | $4,028+52.4% |
| Admin fee / account holder | $43 | $6,277-99.3% | $10,007-99.6% | $5,404-99.2% |