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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 | $229,309 | $138,075+66.1% | $123,552+85.6% | $135,379+69.4% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -6.29% | 153.70%-160.0pp | 119.20%-125.5pp | 519.79%-526.1pp |
| Employer contribution / active EE | $3,097 | $5,152-39.9% | $4,628-33.1% | $4,779-35.2% |
| Participant deferral / active EE | $8,573 | $6,800+26.1% | $6,426+33.4% | $5,609+52.8% |
| Admin fee / account holder | $30 | $10,917-99.7% | $9,285-99.7% | $10,828-99.7% |