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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 | $88,970 | $93,117-4.5% | $77,096+15.4% | $134,532-33.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -19.23% | 62.67%-81.9pp | 42.35%-61.6pp | 418.27%-437.5pp |
| Employer contribution / active EE | $9,514 | $3,420+178.2% | $2,814+238.1% | $4,741+100.7% |
| Participant deferral / active EE | $21,467 | $5,241+309.6% | $4,429+384.7% | $6,401+235.4% |
| Admin fee / account holder | $40 | $6,948-99.4% | $5,428-99.3% | $11,429-99.6% |