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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 | $43,017 | $168,635-74.5% | $147,617-70.9% | $125,389-65.7% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.42% | 77.65%-80.1pp | 61.98%-64.4pp | 282.24%-284.7pp |
| Employer contribution / active EE | $6,981 | $6,252+11.7% | $5,564+25.5% | $4,866+43.5% |
| Participant deferral / active EE | $3,355 | $5,507-39.1% | $4,895-31.5% | $5,352-37.3% |
| Admin fee / account holder | $19 | $13,580-99.9% | $11,612-99.8% | $9,541-99.8% |