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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 | $67,614 | $88,596-23.7% | $70,098-3.5% | $134,509-49.7% |
| Participation rate | 93.3% | 74.9%+18.4pp | 70.5%+22.9pp | 81.2%+12.1pp |
| Annual return | -19.12% | 442.67%-461.8pp | 190.76%-209.9pp | 418.13%-437.3pp |
| Employer contribution / active EE | $5,009 | $3,235+54.8% | $2,560+95.7% | $4,741+5.7% |
| Participant deferral / active EE | $8,650 | $4,772+81.3% | $3,849+124.7% | $6,400+35.1% |
| Admin fee / account holder | $161 | $10,441-98.5% | $6,266-97.4% | $11,427-98.6% |