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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 | $145,073 | $168,636-14.0% | $147,618-1.7% | $125,388+15.7% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -0.12% | 77.65%-77.8pp | 61.98%-62.1pp | 282.24%-282.4pp |
| Employer contribution / active EE | $6,947 | $6,252+11.1% | $5,565+24.8% | $4,866+42.8% |
| Participant deferral / active EE | $4,673 | $5,507-15.1% | $4,895-4.5% | $5,352-12.7% |
| Admin fee / account holder | $82 | $13,580-99.4% | $11,612-99.3% | $9,541-99.1% |