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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 | $190,916-47.1% | $160,037-36.9% | $134,545-25.0% |
| Participation rate | 71.4% | 82.0%-10.5pp | 78.0%-6.6pp | 81.2%-9.8pp |
| Annual return | -16.59% | 552.79%-569.4pp | 408.95%-425.5pp | 418.37%-435.0pp |
| Employer contribution / active EE | $2,365 | $4,996-52.7% | $4,226-44.0% | $4,742-50.1% |
| Participant deferral / active EE | $4,867 | $6,925-29.7% | $6,184-21.3% | $6,401-24.0% |
| Admin fee / account holder | $119 | $10,497-98.9% | $8,716-98.6% | $11,431-99.0% |