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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 | $90,443 | $138,076-34.5% | $123,553-26.8% | $135,380-33.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.16% | 153.70%-162.9pp | 119.21%-128.4pp | 519.81%-529.0pp |
| Employer contribution / active EE | $3,018 | $5,152-41.4% | $4,628-34.8% | $4,779-36.8% |
| Participant deferral / active EE | $4,176 | $6,800-38.6% | $6,426-35.0% | $5,609-25.6% |
| Admin fee / account holder | $108 | $10,917-99.0% | $9,284-98.8% | $10,828-99.0% |