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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 | $39,816 | $168,635-76.4% | $147,617-73.0% | $125,389-68.2% |
| Participation rate | 72.7% | 88.8%-16.0pp | 84.6%-11.9pp | 83.2%-10.5pp |
| Annual return | -2.17% | 77.65%-79.8pp | 61.98%-64.2pp | 282.24%-284.4pp |
| Employer contribution / active EE | $7,090 | $6,252+13.4% | $5,564+27.4% | $4,866+45.7% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,895-100.0% | $5,352-100.0% |
| Admin fee / account holder | $121 | $13,580-99.1% | $11,612-99.0% | $9,541-98.7% |