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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 | $49,954 | $138,075-63.8% | $123,552-59.6% | $135,379-63.1% |
| Participation rate | 89.5% | 84.7%+4.7pp | 82.3%+7.2pp | 82.6%+6.8pp |
| Annual return | -7.68% | 153.70%-161.4pp | 119.20%-126.9pp | 519.79%-527.5pp |
| Employer contribution / active EE | $4,416 | $5,152-14.3% | $4,628-4.6% | $4,779-7.6% |
| Participant deferral / active EE | $2,732 | $6,800-59.8% | $6,426-57.5% | $5,609-51.3% |
| Admin fee / account holder | $2 | $10,917-100.0% | $9,285-100.0% | $10,828-100.0% |