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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 | $38,453 | $106,557-63.9% | $91,227-57.8% | $134,545-71.4% |
| Participation rate | 85.7% | 76.8%+8.9pp | 73.2%+12.5pp | 81.2%+4.5pp |
| Annual return | -19.91% | 160.81%-180.7pp | 114.14%-134.1pp | 418.37%-438.3pp |
| Employer contribution / active EE | $2,490 | $3,332-25.3% | $2,851-12.7% | $4,742-47.5% |
| Participant deferral / active EE | $7,290 | $4,719+54.5% | $4,234+72.2% | $6,401+13.9% |
| Admin fee / account holder | $0 | $6,235-100.0% | $5,423-100.0% | $11,431-100.0% |