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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 | $88,625 | $138,076-35.8% | $123,553-28.3% | $135,380-34.5% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -8.85% | 153.70%-162.6pp | 119.21%-128.1pp | 519.81%-528.7pp |
| Employer contribution / active EE | $6,357 | $5,152+23.4% | $4,628+37.4% | $4,779+33.0% |
| Participant deferral / active EE | $13,875 | $6,800+104.1% | $6,426+115.9% | $5,609+147.4% |
| Admin fee / account holder | $279 | $10,917-97.4% | $9,284-97.0% | $10,828-97.4% |