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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 | $43,399 | $138,076-68.6% | $123,553-64.9% | $135,380-67.9% |
| Participation rate | 81.8% | 84.7%-2.9pp | 82.3%-0.5pp | 82.6%-0.8pp |
| Annual return | -4.82% | 153.70%-158.5pp | 119.21%-124.0pp | 519.81%-524.6pp |
| Employer contribution / active EE | $3,846 | $5,152-25.3% | $4,628-16.9% | $4,779-19.5% |
| Participant deferral / active EE | $3,866 | $6,800-43.1% | $6,426-39.8% | $5,609-31.1% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |