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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 | $56,757 | $138,075-58.9% | $123,552-54.1% | $135,379-58.1% |
| Participation rate | 72.7% | 84.7%-12.0pp | 82.3%-9.6pp | 82.6%-9.9pp |
| Annual return | -6.28% | 153.70%-160.0pp | 119.20%-125.5pp | 519.79%-526.1pp |
| Employer contribution / active EE | $1,844 | $5,152-64.2% | $4,628-60.1% | $4,779-61.4% |
| Participant deferral / active EE | $3,930 | $6,800-42.2% | $6,426-38.8% | $5,609-29.9% |
| Admin fee / account holder | $36 | $10,917-99.7% | $9,285-99.6% | $10,828-99.7% |