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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 | $49,354 | $168,635-70.7% | $147,617-66.6% | $125,389-60.6% |
| Participation rate | 85.7% | 88.8%-3.1pp | 84.6%+1.1pp | 83.2%+2.5pp |
| Annual return | -2.04% | 77.65%-79.7pp | 61.98%-64.0pp | 282.24%-284.3pp |
| Employer contribution / active EE | $13,163 | $6,252+110.5% | $5,564+136.6% | $4,866+170.5% |
| Participant deferral / active EE | $8,171 | $5,507+48.4% | $4,895+66.9% | $5,352+52.7% |
| Admin fee / account holder | $78 | $13,580-99.4% | $11,612-99.3% | $9,541-99.2% |