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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 | $71,735 | $138,076-48.0% | $123,553-41.9% | $135,380-47.0% |
| Participation rate | 70.0% | 84.7%-14.7pp | 82.3%-12.3pp | 82.6%-12.6pp |
| Annual return | -5.72% | 153.70%-159.4pp | 119.21%-124.9pp | 519.81%-525.5pp |
| Employer contribution / active EE | $1,872 | $5,152-63.7% | $4,628-59.6% | $4,779-60.8% |
| Participant deferral / active EE | $2,768 | $6,800-59.3% | $6,426-56.9% | $5,609-50.7% |
| Admin fee / account holder | $10 | $10,917-99.9% | $9,284-99.9% | $10,828-99.9% |