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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 | $89,430 | $138,114-35.2% | $125,391-28.7% | $134,545-33.5% |
| Participation rate | 76.9% | 84.5%-7.6pp | 82.4%-5.5pp | 81.2%-4.3pp |
| Annual return | -16.97% | 750.88%-767.9pp | 572.41%-589.4pp | 418.37%-435.3pp |
| Employer contribution / active EE | $2,177 | $5,246-58.5% | $4,816-54.8% | $4,742-54.1% |
| Participant deferral / active EE | $9,485 | $7,801+21.6% | $7,448+27.3% | $6,401+48.2% |
| Admin fee / account holder | $190 | $11,570-98.4% | $10,009-98.1% | $11,431-98.3% |