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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 | $78,876 | $138,075-42.9% | $123,552-36.2% | $135,379-41.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.21% | 153.70%-160.9pp | 119.20%-126.4pp | 519.79%-527.0pp |
| Employer contribution / active EE | $2,519 | $5,152-51.1% | $4,628-45.6% | $4,779-47.3% |
| Participant deferral / active EE | $7,213 | $6,800+6.1% | $6,426+12.3% | $5,609+28.6% |
| Admin fee / account holder | $241 | $10,917-97.8% | $9,285-97.4% | $10,828-97.8% |