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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 | $56,631 | $95,975-41.0% | $74,552-24.0% | $135,382-58.2% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -4.67% | 56.96%-61.6pp | 32.53%-37.2pp | 519.77%-524.4pp |
| Employer contribution / active EE | $3,000 | $2,716+10.5% | $1,961+53.0% | $4,779-37.2% |
| Participant deferral / active EE | $3,763 | $3,844-2.1% | $3,108+21.1% | $5,609-32.9% |
| Admin fee / account holder | $288 | $6,522-95.6% | $5,060-94.3% | $10,829-97.3% |