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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 | $37,830 | $138,078-72.6% | $125,363-69.8% | $134,509-71.9% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -19.32% | 750.49%-769.8pp | 572.15%-591.5pp | 418.13%-437.5pp |
| Employer contribution / active EE | $2,597 | $5,245-50.5% | $4,815-46.1% | $4,741-45.2% |
| Participant deferral / active EE | $7,860 | $7,800+0.8% | $7,447+5.5% | $6,400+22.8% |
| Admin fee / account holder | $0 | $11,566-100.0% | $10,005-100.0% | $11,427-100.0% |