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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 | $75,723 | $135,639-44.2% | $110,241-31.3% | $135,382-44.1% |
| Participation rate | 72.7% | 83.5%-10.7pp | 79.8%-7.1pp | 82.6%-9.9pp |
| Annual return | -6.05% | 513.21%-519.3pp | 314.75%-320.8pp | 519.77%-525.8pp |
| Employer contribution / active EE | $2,566 | $4,907-47.7% | $3,827-32.9% | $4,779-46.3% |
| Participant deferral / active EE | $5,169 | $5,507-6.1% | $4,672+10.6% | $5,609-7.8% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,548-100.0% | $10,829-100.0% |