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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 | $63,255 | $138,076-54.2% | $123,553-48.8% | $135,380-53.3% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -7.65% | 153.70%-161.3pp | 119.21%-126.9pp | 519.81%-527.5pp |
| Employer contribution / active EE | $2,798 | $5,152-45.7% | $4,628-39.5% | $4,779-41.4% |
| Participant deferral / active EE | $8,383 | $6,800+23.3% | $6,426+30.4% | $5,609+49.4% |
| Admin fee / account holder | $101 | $10,917-99.1% | $9,284-98.9% | $10,828-99.1% |