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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 | $62,403 | $138,076-54.8% | $123,553-49.5% | $135,380-53.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.53% | 153.70%-159.2pp | 119.21%-124.7pp | 519.81%-525.3pp |
| Employer contribution / active EE | $1,495 | $5,152-71.0% | $4,628-67.7% | $4,779-68.7% |
| Participant deferral / active EE | $6,146 | $6,800-9.6% | $6,426-4.4% | $5,609+9.6% |
| Admin fee / account holder | $63 | $10,917-99.4% | $9,284-99.3% | $10,828-99.4% |