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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 | $65,215 | $138,075-52.8% | $123,552-47.2% | $135,379-51.8% |
| Participation rate | 91.7% | 84.7%+6.9pp | 82.3%+9.4pp | 82.6%+9.0pp |
| Annual return | -5.03% | 153.70%-158.7pp | 119.20%-124.2pp | 519.79%-524.8pp |
| Employer contribution / active EE | $10,771 | $5,152+109.1% | $4,628+132.7% | $4,779+125.4% |
| Participant deferral / active EE | $15,991 | $6,800+135.2% | $6,426+148.9% | $5,609+185.1% |
| Admin fee / account holder | $183 | $10,917-98.3% | $9,285-98.0% | $10,828-98.3% |