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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 | $67,575 | $91,536-26.2% | $130,062-48.0% | $75,177-10.1% |
| Participation rate | 82.9% | 71.5%+11.4pp | 78.5%+4.4pp | 67.2%+15.7pp |
| Annual return | 19.81% | -631.62%+651.4pp | -137.37%+157.2pp | 160.75%-140.9pp |
| Employer contribution / active EE | $2,013 | $2,845-29.2% | $4,322-53.4% | $2,671-24.6% |
| Participant deferral / active EE | $6,581 | $4,343+51.5% | $5,821+13.1% | $4,126+59.5% |
| Admin fee / account holder | $4 | $6,780-99.9% | $10,601-100.0% | $5,651-99.9% |