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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 | $12,229 | $106,557-88.5% | $91,227-86.6% | $134,545-90.9% |
| Participation rate | 76.9% | 76.8%+0.1pp | 73.2%+3.7pp | 81.2%-4.3pp |
| Annual return | -17.47% | 160.81%-178.3pp | 114.14%-131.6pp | 418.37%-435.8pp |
| Employer contribution / active EE | $1,963 | $3,332-41.1% | $2,851-31.2% | $4,742-58.6% |
| Participant deferral / active EE | $4,655 | $4,719-1.4% | $4,234+9.9% | $6,401-27.3% |
| Admin fee / account holder | $0 | $6,235-100.0% | $5,423-100.0% | $11,431-100.0% |