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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 | $190,604 | $95,979+98.6% | $74,551+155.7% | $135,380+40.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -7.19% | 56.97%-64.2pp | 32.53%-39.7pp | 519.81%-527.0pp |
| Employer contribution / active EE | $5,959 | $2,716+119.4% | $1,961+203.9% | $4,779+24.7% |
| Participant deferral / active EE | $6,352 | $3,844+65.3% | $3,108+104.4% | $5,609+13.2% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,059-100.0% | $10,828-100.0% |