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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 | $70,925 | $138,114-48.6% | $125,391-43.4% | $134,545-47.3% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+0.9pp | 81.2%+2.1pp |
| Annual return | -8.35% | 750.88%-759.2pp | 572.41%-580.8pp | 418.37%-426.7pp |
| Employer contribution / active EE | $4,442 | $5,246-15.3% | $4,816-7.8% | $4,742-6.3% |
| Participant deferral / active EE | $7,161 | $7,801-8.2% | $7,448-3.9% | $6,401+11.9% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |