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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 | $82,152 | $138,075-40.5% | $123,552-33.5% | $135,379-39.3% |
| Participation rate | 77.8% | 84.7%-7.0pp | 82.3%-4.5pp | 82.6%-4.9pp |
| Annual return | -7.43% | 153.70%-161.1pp | 119.20%-126.6pp | 519.79%-527.2pp |
| Employer contribution / active EE | $7,222 | $5,152+40.2% | $4,628+56.1% | $4,779+51.1% |
| Participant deferral / active EE | $7,056 | $6,800+3.8% | $6,426+9.8% | $5,609+25.8% |
| Admin fee / account holder | $299 | $10,917-97.3% | $9,285-96.8% | $10,828-97.2% |