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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 | $68,663 | $95,979-28.5% | $74,551-7.9% | $135,380-49.3% |
| Participation rate | 85.7% | 75.7%+10.1pp | 69.1%+16.6pp | 82.6%+3.1pp |
| Annual return | -6.86% | 56.97%-63.8pp | 32.53%-39.4pp | 519.81%-526.7pp |
| Employer contribution / active EE | $10,817 | $2,716+298.2% | $1,961+451.6% | $4,779+126.3% |
| Participant deferral / active EE | $4,466 | $3,844+16.2% | $3,108+43.7% | $5,609-20.4% |
| Admin fee / account holder | $258 | $6,522-96.0% | $5,059-94.9% | $10,828-97.6% |