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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 | $88,683 | $135,645-34.6% | $110,243-19.6% | $135,380-34.5% |
| Participation rate | 83.3% | 83.5%-0.1pp | 79.8%+3.5pp | 82.6%+0.7pp |
| Annual return | -5.49% | 513.24%-518.7pp | 314.76%-320.2pp | 519.81%-525.3pp |
| Employer contribution / active EE | $1,991 | $4,907-59.4% | $3,827-48.0% | $4,779-58.3% |
| Participant deferral / active EE | $7,059 | $5,507+28.2% | $4,672+51.1% | $5,609+25.8% |
| Admin fee / account holder | -$13 | $11,458-100.1% | $8,548-100.2% | $10,828-100.1% |