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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 | $41,958 | $100,792-58.4% | $86,691-51.6% | $134,509-68.8% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -12.13% | 29.08%-41.2pp | 35.94%-48.1pp | 418.13%-430.3pp |
| Employer contribution / active EE | $6,106 | $3,491+74.9% | $2,837+115.2% | $4,741+28.8% |
| Participant deferral / active EE | $13,985 | $5,339+161.9% | $4,656+200.4% | $6,400+118.5% |
| Admin fee / account holder | $0 | $10,924-100.0% | $7,492-100.0% | $11,427-100.0% |