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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 | $50,722 | $138,076-63.3% | $123,553-58.9% | $135,380-62.5% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | 0.28% | 153.70%-153.4pp | 119.21%-118.9pp | 519.81%-519.5pp |
| Employer contribution / active EE | $1,305 | $5,152-74.7% | $4,628-71.8% | $4,779-72.7% |
| Participant deferral / active EE | $5,407 | $6,800-20.5% | $6,426-15.9% | $5,609-3.6% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |