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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 | $50,341 | $138,102-63.5% | $125,381-59.9% | $134,532-62.6% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -18.53% | 750.73%-769.3pp | 572.31%-590.8pp | 418.27%-436.8pp |
| Employer contribution / active EE | $2,955 | $5,245-43.7% | $4,815-38.6% | $4,741-37.7% |
| Participant deferral / active EE | $11,723 | $7,801+50.3% | $7,448+57.4% | $6,401+83.1% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |