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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 | $63,813 | $197,819-67.7% | $155,789-59.0% | $125,389-49.1% |
| Participation rate | 83.3% | 82.1%+1.2pp | 76.1%+7.2pp | 83.2%+0.1pp |
| Annual return | -1.18% | 86.73%-87.9pp | 71.54%-72.7pp | 282.24%-283.4pp |
| Employer contribution / active EE | $1,835 | $4,850-62.2% | $3,839-52.2% | $4,866-62.3% |
| Participant deferral / active EE | $5,876 | $5,631+4.4% | $4,798+22.5% | $5,352+9.8% |
| Admin fee / account holder | $0 | $9,544-100.0% | $7,477-100.0% | $9,541-100.0% |