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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 | $72,936 | $138,076-47.2% | $123,553-41.0% | $135,380-46.1% |
| Participation rate | 92.3% | 84.7%+7.6pp | 82.3%+10.0pp | 82.6%+9.7pp |
| Annual return | -5.55% | 153.70%-159.3pp | 119.21%-124.8pp | 519.81%-525.4pp |
| Employer contribution / active EE | $3,413 | $5,152-33.8% | $4,628-26.3% | $4,779-28.6% |
| Participant deferral / active EE | $5,345 | $6,800-21.4% | $6,426-16.8% | $5,609-4.7% |
| Admin fee / account holder | $4 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |