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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 | $68,623 | $138,078-50.3% | $125,363-45.3% | $134,509-49.0% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -11.27% | 750.49%-761.8pp | 572.15%-583.4pp | 418.13%-429.4pp |
| Employer contribution / active EE | $4,122 | $5,245-21.4% | $4,815-14.4% | $4,741-13.0% |
| Participant deferral / active EE | $8,099 | $7,800+3.8% | $7,447+8.7% | $6,400+26.5% |
| Admin fee / account holder | $119 | $11,566-99.0% | $10,005-98.8% | $11,427-99.0% |