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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 | $55,098 | $138,075-60.1% | $123,552-55.4% | $135,379-59.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.30% | 153.70%-158.0pp | 119.20%-123.5pp | 519.79%-524.1pp |
| Employer contribution / active EE | $1,723 | $5,152-66.6% | $4,628-62.8% | $4,779-63.9% |
| Participant deferral / active EE | $7,166 | $6,800+5.4% | $6,426+11.5% | $5,609+27.8% |
| Admin fee / account holder | $61 | $10,917-99.4% | $9,285-99.3% | $10,828-99.4% |