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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 | $74,619 | $138,075-46.0% | $123,552-39.6% | $135,379-44.9% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | -8.75% | 153.70%-162.4pp | 119.20%-128.0pp | 519.79%-528.5pp |
| Employer contribution / active EE | $2,451 | $5,152-52.4% | $4,628-47.0% | $4,779-48.7% |
| Participant deferral / active EE | $6,692 | $6,800-1.6% | $6,426+4.1% | $5,609+19.3% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,285-100.0% | $10,828-100.0% |