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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 | $100,936 | $190,862-47.1% | $159,991-36.9% | $134,509-25.0% |
| Participation rate | 71.4% | 82.0%-10.5pp | 78.0%-6.5pp | 81.2%-9.8pp |
| Annual return | -16.59% | 552.59%-569.2pp | 408.82%-425.4pp | 418.13%-434.7pp |
| Employer contribution / active EE | $2,365 | $4,995-52.6% | $4,225-44.0% | $4,741-50.1% |
| Participant deferral / active EE | $4,867 | $6,924-29.7% | $6,183-21.3% | $6,400-24.0% |
| Admin fee / account holder | $119 | $10,495-98.9% | $8,715-98.6% | $11,427-99.0% |