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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 | $100,542 | $138,075-27.2% | $123,552-18.6% | $135,379-25.7% |
| Participation rate | 81.3% | 84.7%-3.5pp | 82.3%-1.0pp | 82.6%-1.4pp |
| Annual return | -8.42% | 153.70%-162.1pp | 119.20%-127.6pp | 519.79%-528.2pp |
| Employer contribution / active EE | $3,394 | $5,152-34.1% | $4,628-26.7% | $4,779-29.0% |
| Participant deferral / active EE | $5,509 | $6,800-19.0% | $6,426-14.3% | $5,609-1.8% |
| Admin fee / account holder | $26 | $10,917-99.8% | $9,285-99.7% | $10,828-99.8% |