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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 | $65,492 | $138,075-52.6% | $123,552-47.0% | $135,379-51.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.29% | 153.70%-160.0pp | 119.20%-125.5pp | 519.79%-526.1pp |
| Employer contribution / active EE | $2,035 | $5,152-60.5% | $4,628-56.0% | $4,779-57.4% |
| Participant deferral / active EE | $5,899 | $6,800-13.2% | $6,426-8.2% | $5,609+5.2% |
| Admin fee / account holder | $167 | $10,917-98.5% | $9,285-98.2% | $10,828-98.5% |