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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 | $161,083 | $99,644+61.7% | $86,438+86.4% | $134,532+19.7% |
| Participation rate | 83.3% | 82.1%+1.3pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -16.06% | 6787.26%-6803.3pp | 4397.19%-4413.2pp | 418.27%-434.3pp |
| Employer contribution / active EE | $0 | $4,402-100.0% | $3,769-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $6,055 | $7,247-16.5% | $6,952-12.9% | $6,401-5.4% |
| Admin fee / account holder | $0 | $8,375-100.0% | $6,733-100.0% | $11,429-100.0% |