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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 | $59,858 | $135,645-55.9% | $110,243-45.7% | $135,379-55.8% |
| Participation rate | 81.8% | 83.5%-1.6pp | 79.8%+2.0pp | 82.6%-0.8pp |
| Annual return | -2.64% | 513.24%-515.9pp | 314.76%-317.4pp | 519.79%-522.4pp |
| Employer contribution / active EE | $3,406 | $4,907-30.6% | $3,827-11.0% | $4,779-28.7% |
| Participant deferral / active EE | $9,789 | $5,507+77.8% | $4,672+109.5% | $5,609+74.5% |
| Admin fee / account holder | $72 | $11,458-99.4% | $8,548-99.2% | $10,828-99.3% |