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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 | $78,622 | $138,114-43.1% | $125,391-37.3% | $134,545-41.6% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | -18.68% | 750.88%-769.6pp | 572.41%-591.1pp | 418.37%-437.1pp |
| Employer contribution / active EE | $2,001 | $5,246-61.8% | $4,816-58.4% | $4,742-57.8% |
| Participant deferral / active EE | $7,486 | $7,801-4.0% | $7,448+0.5% | $6,401+16.9% |
| Admin fee / account holder | $19 | $11,570-99.8% | $10,009-99.8% | $11,431-99.8% |