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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 | $76,037 | $180,459-57.9% | $154,108-50.7% | $135,380-43.8% |
| Participation rate | 87.0% | 87.4%-0.5pp | 83.0%+3.9pp | 82.6%+4.3pp |
| Annual return | -6.75% | 888.21%-895.0pp | 735.21%-742.0pp | 519.81%-526.6pp |
| Employer contribution / active EE | $4,553 | $6,035-24.6% | $5,298-14.1% | $4,779-4.7% |
| Participant deferral / active EE | $2,796 | $5,806-51.8% | $5,081-45.0% | $5,609-50.2% |
| Admin fee / account holder | $297 | $16,145-98.2% | $13,411-97.8% | $10,828-97.3% |