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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 | $68,952 | $168,635-59.1% | $147,617-53.3% | $125,389-45.0% |
| Participation rate | 94.1% | 88.8%+5.3pp | 84.6%+9.5pp | 83.2%+10.9pp |
| Annual return | -2.17% | 77.65%-79.8pp | 61.98%-64.2pp | 282.24%-284.4pp |
| Employer contribution / active EE | $11,880 | $6,252+90.0% | $5,564+113.5% | $4,866+144.1% |
| Participant deferral / active EE | $2,901 | $5,507-47.3% | $4,895-40.7% | $5,352-45.8% |
| Admin fee / account holder | $286 | $13,580-97.9% | $11,612-97.5% | $9,541-97.0% |