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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 | $33,340 | $138,102-75.9% | $125,381-73.4% | $134,532-75.2% |
| Participation rate | 84.6% | 84.5%+0.1pp | 82.4%+2.2pp | 81.2%+3.4pp |
| Annual return | -16.74% | 750.73%-767.5pp | 572.31%-589.0pp | 418.27%-435.0pp |
| Employer contribution / active EE | $4,568 | $5,245-12.9% | $4,815-5.1% | $4,741-3.7% |
| Participant deferral / active EE | $5,422 | $7,801-30.5% | $7,448-27.2% | $6,401-15.3% |
| Admin fee / account holder | $155 | $11,568-98.7% | $10,007-98.4% | $11,429-98.6% |