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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 | $202,941 | $135,645+49.6% | $110,243+84.1% | $135,379+49.9% |
| Participation rate | 77.8% | 83.5%-5.7pp | 79.8%-2.0pp | 82.6%-4.9pp |
| Annual return | -7.57% | 513.24%-520.8pp | 314.76%-322.3pp | 519.79%-527.4pp |
| Employer contribution / active EE | $3,238 | $4,907-34.0% | $3,827-15.4% | $4,779-32.3% |
| Participant deferral / active EE | $7,068 | $5,507+28.4% | $4,672+51.3% | $5,609+26.0% |
| Admin fee / account holder | $39 | $11,458-99.7% | $8,548-99.5% | $10,828-99.6% |