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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 | $109,174 | $138,076-20.9% | $123,553-11.6% | $135,380-19.4% |
| Participation rate | 86.4% | 84.7%+1.6pp | 82.3%+4.1pp | 82.6%+3.7pp |
| Annual return | -6.43% | 153.70%-160.1pp | 119.21%-125.6pp | 519.81%-526.2pp |
| Employer contribution / active EE | $1,873 | $5,152-63.6% | $4,628-59.5% | $4,779-60.8% |
| Participant deferral / active EE | $4,043 | $6,800-40.5% | $6,426-37.1% | $5,609-27.9% |
| Admin fee / account holder | $245 | $10,917-97.8% | $9,284-97.4% | $10,828-97.7% |