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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 | $63,631 | $138,076-53.9% | $123,553-48.5% | $135,380-53.0% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -7.30% | 153.70%-161.0pp | 119.21%-126.5pp | 519.81%-527.1pp |
| Employer contribution / active EE | $4,852 | $5,152-5.8% | $4,628+4.8% | $4,779+1.5% |
| Participant deferral / active EE | $10,377 | $6,800+52.6% | $6,426+61.5% | $5,609+85.0% |
| Admin fee / account holder | $11 | $10,917-99.9% | $9,284-99.9% | $10,828-99.9% |