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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 | $77,270 | $197,819-60.9% | $155,789-50.4% | $125,388-38.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -2.90% | 86.73%-89.6pp | 71.54%-74.4pp | 282.24%-285.1pp |
| Employer contribution / active EE | $3,433 | $4,850-29.2% | $3,839-10.6% | $4,866-29.5% |
| Participant deferral / active EE | $7,311 | $5,631+29.8% | $4,798+52.4% | $5,352+36.6% |
| Admin fee / account holder | $143 | $9,544-98.5% | $7,477-98.1% | $9,541-98.5% |