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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 | $128,464 | $197,819-35.1% | $155,789-17.5% | $125,389+2.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -1.14% | 86.73%-87.9pp | 71.54%-72.7pp | 282.24%-283.4pp |
| Employer contribution / active EE | $2,435 | $4,850-49.8% | $3,839-36.6% | $4,866-50.0% |
| Participant deferral / active EE | $10,227 | $5,631+81.6% | $4,798+113.2% | $5,352+91.1% |
| Admin fee / account holder | $150 | $9,544-98.4% | $7,477-98.0% | $9,541-98.4% |