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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 | $35,592 | $92,743-61.6% | $82,744-57.0% | $134,532-73.5% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -19.94% | 946.63%-966.6pp | 702.22%-722.2pp | 418.27%-438.2pp |
| Employer contribution / active EE | $3,278 | $3,273+0.2% | $3,008+9.0% | $4,741-30.9% |
| Participant deferral / active EE | $6,126 | $4,802+27.6% | $4,395+39.4% | $6,401-4.3% |
| Admin fee / account holder | $233 | $5,977-96.1% | $5,325-95.6% | $11,429-98.0% |