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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 | $50,579 | $168,635-70.0% | $147,617-65.7% | $125,389-59.7% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.61% | 77.65%-80.3pp | 61.98%-64.6pp | 282.24%-284.8pp |
| Employer contribution / active EE | $9,540 | $6,252+52.6% | $5,564+71.4% | $4,866+96.0% |
| Participant deferral / active EE | $12,857 | $5,507+133.5% | $4,895+162.6% | $5,352+140.2% |
| Admin fee / account holder | $24 | $13,580-99.8% | $11,612-99.8% | $9,541-99.7% |