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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 | $56,090 | $135,645-58.6% | $110,243-49.1% | $135,379-58.6% |
| Participation rate | 81.8% | 83.5%-1.6pp | 79.8%+2.0pp | 82.6%-0.8pp |
| Annual return | -6.91% | 513.24%-520.1pp | 314.76%-321.7pp | 519.79%-526.7pp |
| Employer contribution / active EE | $0 | $4,907-100.0% | $3,827-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,419 | $5,507-37.9% | $4,672-26.8% | $5,609-39.0% |
| Admin fee / account holder | $247 | $11,458-97.8% | $8,548-97.1% | $10,828-97.7% |