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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 | $86,053 | $67,396+27.7% | $60,919+41.3% | $134,545-36.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -20.01% | 50.12%-70.1pp | 16.96%-37.0pp | 418.37%-438.4pp |
| Employer contribution / active EE | $6,470 | $3,101+108.6% | $2,704+139.3% | $4,742+36.4% |
| Participant deferral / active EE | $10,501 | $4,534+131.6% | $3,814+175.3% | $6,401+64.0% |
| Admin fee / account holder | $0 | $4,590-100.0% | $3,228-100.0% | $11,431-100.0% |