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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 | $52,138 | $138,076-62.2% | $123,553-57.8% | $135,380-61.5% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | -3.69% | 153.70%-157.4pp | 119.21%-122.9pp | 519.81%-523.5pp |
| Employer contribution / active EE | $4,735 | $5,152-8.1% | $4,628+2.3% | $4,779-0.9% |
| Participant deferral / active EE | $8,787 | $6,800+29.2% | $6,426+36.7% | $5,609+56.7% |
| Admin fee / account holder | $6 | $10,917-99.9% | $9,284-99.9% | $10,828-99.9% |