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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 | $107,300 | $138,075-22.3% | $123,552-13.2% | $135,379-20.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -2.35% | 153.70%-156.0pp | 119.20%-121.6pp | 519.79%-522.1pp |
| Employer contribution / active EE | $4,289 | $5,152-16.8% | $4,628-7.3% | $4,779-10.3% |
| Participant deferral / active EE | $11,943 | $6,800+75.6% | $6,426+85.9% | $5,609+112.9% |
| Admin fee / account holder | -$110 | $10,917-101.0% | $9,285-101.2% | $10,828-101.0% |