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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 | $81,905 | $135,645-39.6% | $110,243-25.7% | $135,379-39.5% |
| Participation rate | 77.8% | 83.5%-5.7pp | 79.8%-2.0pp | 82.6%-4.9pp |
| Annual return | -4.71% | 513.24%-517.9pp | 314.76%-319.5pp | 519.79%-524.5pp |
| Employer contribution / active EE | $2,250 | $4,907-54.2% | $3,827-41.2% | $4,779-52.9% |
| Participant deferral / active EE | $6,828 | $5,507+24.0% | $4,672+46.1% | $5,609+21.7% |
| Admin fee / account holder | $283 | $11,458-97.5% | $8,548-96.7% | $10,828-97.4% |