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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 | $102,301 | $168,636-39.3% | $147,618-30.7% | $125,388-18.4% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -0.40% | 77.65%-78.0pp | 61.98%-62.4pp | 282.24%-282.6pp |
| Employer contribution / active EE | $2,500 | $6,252-60.0% | $5,565-55.1% | $4,866-48.6% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,895-100.0% | $5,352-100.0% |
| Admin fee / account holder | $50 | $13,580-99.6% | $11,612-99.6% | $9,541-99.5% |