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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 | $48,215 | $138,078-65.1% | $125,363-61.5% | $134,509-64.2% |
| Participation rate | 81.8% | 84.5%-2.7pp | 82.4%-0.6pp | 81.2%+0.6pp |
| Annual return | -15.59% | 750.49%-766.1pp | 572.15%-587.7pp | 418.13%-433.7pp |
| Employer contribution / active EE | $2,264 | $5,245-56.8% | $4,815-53.0% | $4,741-52.2% |
| Participant deferral / active EE | $4,386 | $7,800-43.8% | $7,447-41.1% | $6,400-31.5% |
| Admin fee / account holder | $216 | $11,566-98.1% | $10,005-97.8% | $11,427-98.1% |