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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 | $91,171 | $138,076-34.0% | $123,553-26.2% | $135,380-32.7% |
| Participation rate | 88.2% | 84.7%+3.5pp | 82.3%+5.9pp | 82.6%+5.6pp |
| Annual return | -7.36% | 153.70%-161.1pp | 119.21%-126.6pp | 519.81%-527.2pp |
| Employer contribution / active EE | $3,047 | $5,152-40.9% | $4,628-34.2% | $4,779-36.2% |
| Participant deferral / active EE | $8,675 | $6,800+27.6% | $6,426+35.0% | $5,609+54.7% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |