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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 | $40,536 | $138,075-70.6% | $123,552-67.2% | $135,379-70.1% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -6.57% | 153.70%-160.3pp | 119.20%-125.8pp | 519.79%-526.4pp |
| Employer contribution / active EE | $1,681 | $5,152-67.4% | $4,628-63.7% | $4,779-64.8% |
| Participant deferral / active EE | $2,276 | $6,800-66.5% | $6,426-64.6% | $5,609-59.4% |
| Admin fee / account holder | $129 | $10,917-98.8% | $9,285-98.6% | $10,828-98.8% |