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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 | $28,243 | $138,076-79.5% | $123,553-77.1% | $135,380-79.1% |
| Participation rate | 86.7% | 84.7%+1.9pp | 82.3%+4.4pp | 82.6%+4.0pp |
| Annual return | -8.43% | 153.70%-162.1pp | 119.21%-127.6pp | 519.81%-528.2pp |
| Employer contribution / active EE | $4,598 | $5,152-10.7% | $4,628-0.6% | $4,779-3.8% |
| Participant deferral / active EE | $7,769 | $6,800+14.3% | $6,426+20.9% | $5,609+38.5% |
| Admin fee / account holder | $125 | $10,917-98.9% | $9,284-98.6% | $10,828-98.8% |