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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 | $63,855 | $168,635-62.1% | $147,617-56.7% | $125,389-49.1% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.51% | 77.65%-80.2pp | 61.98%-64.5pp | 282.24%-284.8pp |
| Employer contribution / active EE | $7,349 | $6,252+17.5% | $5,564+32.1% | $4,866+51.0% |
| Participant deferral / active EE | $7,688 | $5,507+39.6% | $4,895+57.1% | $5,352+43.7% |
| Admin fee / account holder | $246 | $13,580-98.2% | $11,612-97.9% | $9,541-97.4% |