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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 | $25,498 | $138,076-81.5% | $123,553-79.4% | $135,380-81.2% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -7.71% | 153.70%-161.4pp | 119.21%-126.9pp | 519.81%-527.5pp |
| Employer contribution / active EE | $1,443 | $5,152-72.0% | $4,628-68.8% | $4,779-69.8% |
| Participant deferral / active EE | $6,045 | $6,800-11.1% | $6,426-5.9% | $5,609+7.8% |
| Admin fee / account holder | $62 | $10,917-99.4% | $9,284-99.3% | $10,828-99.4% |