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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 | $38,876 | $168,636-76.9% | $147,617-73.7% | $125,393-69.0% |
| Participation rate | 72.7% | 88.8%-16.0pp | 84.6%-11.9pp | 83.2%-10.5pp |
| Annual return | -1.48% | 77.65%-79.1pp | 61.98%-63.5pp | 282.23%-283.7pp |
| Employer contribution / active EE | $5,245 | $6,252-16.1% | $5,565-5.7% | $4,866+7.8% |
| Participant deferral / active EE | $3,498 | $5,507-36.5% | $4,895-28.5% | $5,351-34.6% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,611-100.0% | $9,541-100.0% |