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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 | $206,790 | $138,075+49.8% | $123,552+67.4% | $135,379+52.7% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -6.11% | 153.70%-159.8pp | 119.20%-125.3pp | 519.79%-525.9pp |
| Employer contribution / active EE | $1,625 | $5,152-68.5% | $4,628-64.9% | $4,779-66.0% |
| Participant deferral / active EE | $12,208 | $6,800+79.5% | $6,426+90.0% | $5,609+117.7% |
| Admin fee / account holder | $127 | $10,917-98.8% | $9,285-98.6% | $10,828-98.8% |