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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 | $23,794 | $138,076-82.8% | $123,553-80.7% | $135,380-82.4% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -6.79% | 153.70%-160.5pp | 119.21%-126.0pp | 519.81%-526.6pp |
| Employer contribution / active EE | $3,463 | $5,152-32.8% | $4,628-25.2% | $4,779-27.5% |
| Participant deferral / active EE | $6,135 | $6,800-9.8% | $6,426-4.5% | $5,609+9.4% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |