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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 | $99,044 | $92,743+6.8% | $82,744+19.7% | $134,532-26.4% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 81.2%-1.2pp |
| Annual return | -9.98% | 946.63%-956.6pp | 702.22%-712.2pp | 418.27%-428.2pp |
| Employer contribution / active EE | $8,299 | $3,273+153.6% | $3,008+175.9% | $4,741+75.0% |
| Participant deferral / active EE | $2,724 | $4,802-43.3% | $4,395-38.0% | $6,401-57.5% |
| Admin fee / account holder | $155 | $5,977-97.4% | $5,325-97.1% | $11,429-98.6% |