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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 | $71,843 | $190,879-62.4% | $160,009-55.1% | $134,532-46.6% |
| Participation rate | 90.0% | 82.0%+8.0pp | 78.0%+12.0pp | 81.2%+8.8pp |
| Annual return | -19.94% | 552.63%-572.6pp | 408.85%-428.8pp | 418.27%-438.2pp |
| Employer contribution / active EE | $4,442 | $4,995-11.1% | $4,225+5.1% | $4,741-6.3% |
| Participant deferral / active EE | $10,912 | $6,924+57.6% | $6,183+76.5% | $6,401+70.5% |
| Admin fee / account holder | $28 | $10,495-99.7% | $8,715-99.7% | $11,429-99.8% |