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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 | $56,685 | $138,076-58.9% | $123,553-54.1% | $135,380-58.1% |
| Participation rate | 77.8% | 84.7%-7.0pp | 82.3%-4.5pp | 82.6%-4.9pp |
| Annual return | -7.24% | 153.70%-160.9pp | 119.21%-126.4pp | 519.81%-527.0pp |
| Employer contribution / active EE | $2,297 | $5,152-55.4% | $4,628-50.4% | $4,779-51.9% |
| Participant deferral / active EE | $5,315 | $6,800-21.8% | $6,426-17.3% | $5,609-5.2% |
| Admin fee / account holder | $3 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |