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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 | $53,703 | $168,635-68.2% | $147,617-63.6% | $125,389-57.2% |
| Participation rate | 85.7% | 88.8%-3.1pp | 84.6%+1.1pp | 83.2%+2.5pp |
| Annual return | -2.72% | 77.65%-80.4pp | 61.98%-64.7pp | 282.24%-285.0pp |
| Employer contribution / active EE | $2,272 | $6,252-63.7% | $5,564-59.2% | $4,866-53.3% |
| Participant deferral / active EE | $6,309 | $5,507+14.6% | $4,895+28.9% | $5,352+17.9% |
| Admin fee / account holder | $133 | $13,580-99.0% | $11,612-98.9% | $9,541-98.6% |