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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 | $44,107 | $133,981-67.1% | $112,249-60.7% | $134,532-67.2% |
| Participation rate | 93.3% | 78.6%+14.8pp | 75.1%+18.3pp | 81.2%+12.1pp |
| Annual return | -13.02% | 47.16%-60.2pp | 27.48%-40.5pp | 418.27%-431.3pp |
| Employer contribution / active EE | $5,000 | $4,040+23.8% | $3,636+37.5% | $4,741+5.5% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $7,492-100.0% | $6,412-100.0% | $11,429-100.0% |