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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 | $36,364 | $138,075-73.7% | $123,552-70.6% | $135,379-73.1% |
| Participation rate | 90.5% | 84.7%+5.7pp | 82.3%+8.2pp | 82.6%+7.8pp |
| Annual return | -6.38% | 153.70%-160.1pp | 119.20%-125.6pp | 519.79%-526.2pp |
| Employer contribution / active EE | $2,140 | $5,152-58.5% | $4,628-53.8% | $4,779-55.2% |
| Participant deferral / active EE | $6,381 | $6,800-6.2% | $6,426-0.7% | $5,609+13.8% |
| Admin fee / account holder | $55 | $10,917-99.5% | $9,285-99.4% | $10,828-99.5% |