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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 | $88,622 | $180,462-50.9% | $154,111-42.5% | $135,379-34.5% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | -6.54% | 888.17%-894.7pp | 735.18%-741.7pp | 519.79%-526.3pp |
| Employer contribution / active EE | $2,053 | $6,036-66.0% | $5,298-61.3% | $4,779-57.0% |
| Participant deferral / active EE | $3,396 | $5,806-41.5% | $5,081-33.2% | $5,609-39.5% |
| Admin fee / account holder | $139 | $16,145-99.1% | $13,411-99.0% | $10,828-98.7% |