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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 | $30,389 | $99,668-69.5% | $86,451-64.8% | $134,545-77.4% |
| Participation rate | 81.8% | 82.1%-0.2pp | 80.3%+1.5pp | 81.2%+0.6pp |
| Annual return | -17.28% | 6789.61%-6806.9pp | 4398.51%-4415.8pp | 418.37%-435.6pp |
| Employer contribution / active EE | $2,271 | $4,403-48.4% | $3,770-39.7% | $4,742-52.1% |
| Participant deferral / active EE | $9,606 | $7,249+32.5% | $6,953+38.2% | $6,401+50.1% |
| Admin fee / account holder | $242 | $8,377-97.1% | $6,734-96.4% | $11,431-97.9% |