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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 | $51,563 | $133,981-61.5% | $112,249-54.1% | $134,532-61.7% |
| Participation rate | 76.5% | 78.6%-2.1pp | 75.1%+1.4pp | 81.2%-4.8pp |
| Annual return | -1.16% | 47.16%-48.3pp | 27.48%-28.6pp | 418.27%-419.4pp |
| Employer contribution / active EE | $2,154 | $4,040-46.7% | $3,636-40.8% | $4,741-54.6% |
| Participant deferral / active EE | $2,930 | $5,292-44.6% | $4,729-38.0% | $6,401-54.2% |
| Admin fee / account holder | $171 | $7,492-97.7% | $6,412-97.3% | $11,429-98.5% |