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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 | $158,225 | $99,644+58.8% | $86,438+83.1% | $134,532+17.6% |
| Participation rate | 76.9% | 82.1%-5.1pp | 80.3%-3.4pp | 81.2%-4.3pp |
| Annual return | -9.71% | 6787.26%-6797.0pp | 4397.19%-4406.9pp | 418.27%-428.0pp |
| Employer contribution / active EE | $895 | $4,402-79.7% | $3,769-76.3% | $4,741-81.1% |
| Participant deferral / active EE | $6,221 | $7,247-14.2% | $6,952-10.5% | $6,401-2.8% |
| Admin fee / account holder | $0 | $8,375-100.0% | $6,733-100.0% | $11,429-100.0% |