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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 | $87,438 | $92,743-5.7% | $82,744+5.7% | $134,532-35.0% |
| Participation rate | 90.9% | 75.2%+15.7pp | 72.6%+18.3pp | 81.2%+9.7pp |
| Annual return | -20.44% | 946.63%-967.1pp | 702.22%-722.7pp | 418.27%-438.7pp |
| Employer contribution / active EE | $1,455 | $3,273-55.5% | $3,008-51.6% | $4,741-69.3% |
| Participant deferral / active EE | $7,404 | $4,802+54.2% | $4,395+68.5% | $6,401+15.7% |
| Admin fee / account holder | $0 | $5,977-100.0% | $5,325-100.0% | $11,429-100.0% |