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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 | $35,546 | $135,645-73.8% | $110,243-67.8% | $135,380-73.7% |
| Participation rate | 78.6% | 83.5%-4.9pp | 79.8%-1.3pp | 82.6%-4.1pp |
| Annual return | -6.86% | 513.24%-520.1pp | 314.76%-321.6pp | 519.81%-526.7pp |
| Employer contribution / active EE | $1,803 | $4,907-63.3% | $3,827-52.9% | $4,779-62.3% |
| Participant deferral / active EE | $4,525 | $5,507-17.8% | $4,672-3.1% | $5,609-19.3% |
| Admin fee / account holder | $36 | $11,458-99.7% | $8,548-99.6% | $10,828-99.7% |