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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 | $71,660 | $95,975-25.3% | $74,549-3.9% | $135,379-47.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -8.03% | 56.96%-65.0pp | 32.53%-40.6pp | 519.79%-527.8pp |
| Employer contribution / active EE | $2,530 | $2,716-6.8% | $1,961+29.0% | $4,779-47.1% |
| Participant deferral / active EE | $5,419 | $3,844+41.0% | $3,108+74.4% | $5,609-3.4% |
| Admin fee / account holder | $5 | $6,522-99.9% | $5,059-99.9% | $10,828-100.0% |