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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 | $78,517 | $138,075-43.1% | $123,552-36.4% | $135,379-42.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.25% | 153.70%-159.0pp | 119.20%-124.5pp | 519.79%-525.0pp |
| Employer contribution / active EE | $2,562 | $5,152-50.3% | $4,628-44.6% | $4,779-46.4% |
| Participant deferral / active EE | $8,775 | $6,800+29.1% | $6,426+36.6% | $5,609+56.5% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,285-100.0% | $10,828-100.0% |