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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 | $89,773 | $168,635-46.8% | $147,617-39.2% | $125,389-28.4% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -0.19% | 77.65%-77.8pp | 61.98%-62.2pp | 282.24%-282.4pp |
| Employer contribution / active EE | $1,678 | $6,252-73.2% | $5,564-69.8% | $4,866-65.5% |
| Participant deferral / active EE | $8,400 | $5,507+52.5% | $4,895+71.6% | $5,352+57.0% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |