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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 | $50,630 | $138,075-63.3% | $123,552-59.0% | $135,379-62.6% |
| Participation rate | 88.9% | 84.7%+4.2pp | 82.3%+6.6pp | 82.6%+6.2pp |
| Annual return | -7.07% | 153.70%-160.8pp | 119.20%-126.3pp | 519.79%-526.9pp |
| Employer contribution / active EE | $2,275 | $5,152-55.8% | $4,628-50.8% | $4,779-52.4% |
| Participant deferral / active EE | $3,488 | $6,800-48.7% | $6,426-45.7% | $5,609-37.8% |
| Admin fee / account holder | $47 | $10,917-99.6% | $9,285-99.5% | $10,828-99.6% |