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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 | $15,850 | $133,981-88.2% | $112,249-85.9% | $134,532-88.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.76% | 47.16%-65.9pp | 27.48%-46.2pp | 418.27%-437.0pp |
| Employer contribution / active EE | $6,575 | $4,040+62.8% | $3,636+80.8% | $4,741+38.7% |
| Participant deferral / active EE | $2,667 | $5,292-49.6% | $4,729-43.6% | $6,401-58.3% |
| Admin fee / account holder | $97 | $7,492-98.7% | $6,412-98.5% | $11,429-99.2% |