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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 | $77,053 | $135,645-43.2% | $110,243-30.1% | $135,380-43.1% |
| Participation rate | 87.5% | 83.5%+4.0pp | 79.8%+7.7pp | 82.6%+4.9pp |
| Annual return | -7.51% | 513.24%-520.7pp | 314.76%-322.3pp | 519.81%-527.3pp |
| Employer contribution / active EE | $4,652 | $4,907-5.2% | $3,827+21.6% | $4,779-2.7% |
| Participant deferral / active EE | $11,370 | $5,507+106.5% | $4,672+143.4% | $5,609+102.7% |
| Admin fee / account holder | $0 | $11,458-100.0% | $8,548-100.0% | $10,828-100.0% |