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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 | $37,067 | $138,078-73.2% | $125,363-70.4% | $134,509-72.4% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -17.49% | 750.49%-768.0pp | 572.15%-589.6pp | 418.13%-435.6pp |
| Employer contribution / active EE | $3,051 | $5,245-41.8% | $4,815-36.6% | $4,741-35.6% |
| Participant deferral / active EE | $8,121 | $7,800+4.1% | $7,447+9.0% | $6,400+26.9% |
| Admin fee / account holder | $175 | $11,566-98.5% | $10,005-98.3% | $11,427-98.5% |