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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 | $81,970 | $168,635-51.4% | $147,617-44.5% | $125,389-34.6% |
| Participation rate | 80.0% | 88.8%-8.8pp | 84.6%-4.6pp | 83.2%-3.2pp |
| Annual return | -0.27% | 77.65%-77.9pp | 61.98%-62.3pp | 282.24%-282.5pp |
| Employer contribution / active EE | $2,514 | $6,252-59.8% | $5,564-54.8% | $4,866-48.3% |
| Participant deferral / active EE | $3,817 | $5,507-30.7% | $4,895-22.0% | $5,352-28.7% |
| Admin fee / account holder | $7 | $13,580-99.9% | $11,612-99.9% | $9,541-99.9% |