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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 | $50,145 | $138,075-63.7% | $123,552-59.4% | $135,379-63.0% |
| Participation rate | 76.2% | 84.7%-8.5pp | 82.3%-6.1pp | 82.6%-6.5pp |
| Annual return | -5.51% | 153.70%-159.2pp | 119.20%-124.7pp | 519.79%-525.3pp |
| Employer contribution / active EE | $3,025 | $5,152-41.3% | $4,628-34.6% | $4,779-36.7% |
| Participant deferral / active EE | $6,660 | $6,800-2.1% | $6,426+3.6% | $5,609+18.7% |
| Admin fee / account holder | $150 | $10,917-98.6% | $9,285-98.4% | $10,828-98.6% |