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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 | $25,873 | $138,072-81.3% | $123,549-79.1% | $135,382-80.9% |
| Participation rate | 71.4% | 84.7%-13.3pp | 82.3%-10.9pp | 82.6%-11.2pp |
| Annual return | -8.49% | 153.69%-162.2pp | 119.20%-127.7pp | 519.77%-528.3pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,224 | $6,799-8.5% | $6,426-3.1% | $5,609+11.0% |
| Admin fee / account holder | $55 | $10,917-99.5% | $9,284-99.4% | $10,829-99.5% |