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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 | $40,246 | $138,076-70.9% | $123,553-67.4% | $135,380-70.3% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -4.59% | 153.70%-158.3pp | 119.21%-123.8pp | 519.81%-524.4pp |
| Employer contribution / active EE | $1,011 | $5,152-80.4% | $4,628-78.2% | $4,779-78.9% |
| Participant deferral / active EE | $3,628 | $6,800-46.6% | $6,426-43.5% | $5,609-35.3% |
| Admin fee / account holder | $127 | $10,917-98.8% | $9,284-98.6% | $10,828-98.8% |