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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 | $53,032 | $138,076-61.6% | $123,553-57.1% | $135,380-60.8% |
| Participation rate | 78.6% | 84.7%-6.2pp | 82.3%-3.7pp | 82.6%-4.1pp |
| Annual return | -8.41% | 153.70%-162.1pp | 119.21%-127.6pp | 519.81%-528.2pp |
| Employer contribution / active EE | $4,800 | $5,152-6.8% | $4,628+3.7% | $4,779+0.4% |
| Participant deferral / active EE | $6,151 | $6,800-9.5% | $6,426-4.3% | $5,609+9.7% |
| Admin fee / account holder | $265 | $10,917-97.6% | $9,284-97.1% | $10,828-97.6% |