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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 | $33,034 | $138,076-76.1% | $123,553-73.3% | $135,380-75.6% |
| Participation rate | 95.5% | 84.7%+10.7pp | 82.3%+13.2pp | 82.6%+12.8pp |
| Annual return | -6.75% | 153.70%-160.4pp | 119.21%-126.0pp | 519.81%-526.6pp |
| Employer contribution / active EE | $3,815 | $5,152-25.9% | $4,628-17.6% | $4,779-20.2% |
| Participant deferral / active EE | $7,085 | $6,800+4.2% | $6,426+10.3% | $5,609+26.3% |
| Admin fee / account holder | $248 | $10,917-97.7% | $9,284-97.3% | $10,828-97.7% |