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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 | $43,949 | $138,076-68.2% | $123,553-64.4% | $135,380-67.5% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -7.56% | 153.70%-161.3pp | 119.21%-126.8pp | 519.81%-527.4pp |
| Employer contribution / active EE | $1,230 | $5,152-76.1% | $4,628-73.4% | $4,779-74.3% |
| Participant deferral / active EE | $16,756 | $6,800+146.4% | $6,426+160.8% | $5,609+198.7% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |