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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 | $55,491 | $138,076-59.8% | $123,553-55.1% | $135,380-59.0% |
| Participation rate | 90.0% | 84.7%+5.3pp | 82.3%+7.7pp | 82.6%+7.4pp |
| Annual return | -8.98% | 153.70%-162.7pp | 119.21%-128.2pp | 519.81%-528.8pp |
| Employer contribution / active EE | $4,236 | $5,152-17.8% | $4,628-8.5% | $4,779-11.4% |
| Participant deferral / active EE | $9,227 | $6,800+35.7% | $6,426+43.6% | $5,609+64.5% |
| Admin fee / account holder | $107 | $10,917-99.0% | $9,284-98.9% | $10,828-99.0% |