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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 | $109,486 | $106,557+2.7% | $91,227+20.0% | $134,545-18.6% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -19.03% | 160.81%-179.8pp | 114.14%-133.2pp | 418.37%-437.4pp |
| Employer contribution / active EE | $2,228 | $3,332-33.1% | $2,851-21.9% | $4,742-53.0% |
| Participant deferral / active EE | $14,926 | $4,719+216.3% | $4,234+252.5% | $6,401+133.2% |
| Admin fee / account holder | $51 | $6,235-99.2% | $5,423-99.1% | $11,431-99.6% |