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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 | $95,404 | $135,645-29.7% | $110,243-13.5% | $135,380-29.5% |
| Participation rate | 88.2% | 83.5%+4.8pp | 79.8%+8.4pp | 82.6%+5.6pp |
| Annual return | -6.79% | 513.24%-520.0pp | 314.76%-321.5pp | 519.81%-526.6pp |
| Employer contribution / active EE | $2,267 | $4,907-53.8% | $3,827-40.8% | $4,779-52.6% |
| Participant deferral / active EE | $6,394 | $5,507+16.1% | $4,672+36.8% | $5,609+14.0% |
| Admin fee / account holder | $249 | $11,458-97.8% | $8,548-97.1% | $10,828-97.7% |