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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 | $39,942 | $138,076-71.1% | $123,553-67.7% | $135,380-70.5% |
| Participation rate | 94.7% | 84.7%+10.0pp | 82.3%+12.4pp | 82.6%+12.1pp |
| Annual return | -0.97% | 153.70%-154.7pp | 119.21%-120.2pp | 519.81%-520.8pp |
| Employer contribution / active EE | $1,025 | $5,152-80.1% | $4,628-77.9% | $4,779-78.6% |
| Participant deferral / active EE | $6,844 | $6,800+0.6% | $6,426+6.5% | $5,609+22.0% |
| Admin fee / account holder | $150 | $10,917-98.6% | $9,284-98.4% | $10,828-98.6% |