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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 | $38,739 | $135,645-71.4% | $110,243-64.9% | $135,379-71.4% |
| Participation rate | 81.3% | 83.5%-2.2pp | 79.8%+1.4pp | 82.6%-1.4pp |
| Annual return | -7.54% | 513.24%-520.8pp | 314.76%-322.3pp | 519.79%-527.3pp |
| Employer contribution / active EE | $0 | $4,907-100.0% | $3,827-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,851 | $5,507-30.1% | $4,672-17.6% | $5,609-31.3% |
| Admin fee / account holder | $0 | $11,458-100.0% | $8,548-100.0% | $10,828-100.0% |