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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 | $47,057 | $168,636-72.1% | $147,618-68.1% | $125,388-62.5% |
| Participation rate | 90.5% | 88.8%+1.7pp | 84.6%+5.9pp | 83.2%+7.3pp |
| Annual return | -3.28% | 77.65%-80.9pp | 61.98%-65.3pp | 282.24%-285.5pp |
| Employer contribution / active EE | $3,508 | $6,252-43.9% | $5,565-37.0% | $4,866-27.9% |
| Participant deferral / active EE | $5,229 | $5,507-5.0% | $4,895+6.8% | $5,352-2.3% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |