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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 | $78,736 | $138,075-43.0% | $123,552-36.3% | $135,379-41.8% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | -5.97% | 153.70%-159.7pp | 119.20%-125.2pp | 519.79%-525.8pp |
| Employer contribution / active EE | $1,745 | $5,152-66.1% | $4,628-62.3% | $4,779-63.5% |
| Participant deferral / active EE | $3,747 | $6,800-44.9% | $6,426-41.7% | $5,609-33.2% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,285-100.0% | $10,828-100.0% |