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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 | $72,992 | $135,645-46.2% | $110,243-33.8% | $135,379-46.1% |
| Participation rate | 70.0% | 83.5%-13.5pp | 79.8%-9.8pp | 82.6%-12.6pp |
| Annual return | -6.37% | 513.24%-519.6pp | 314.76%-321.1pp | 519.79%-526.2pp |
| Employer contribution / active EE | $1,746 | $4,907-64.4% | $3,827-54.4% | $4,779-63.5% |
| Participant deferral / active EE | $7,141 | $5,507+29.7% | $4,672+52.8% | $5,609+27.3% |
| Admin fee / account holder | $0 | $11,458-100.0% | $8,548-100.0% | $10,828-100.0% |