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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 | $50,948 | $138,076-63.1% | $123,553-58.8% | $135,380-62.4% |
| Participation rate | 90.0% | 84.7%+5.3pp | 82.3%+7.7pp | 82.6%+7.4pp |
| Annual return | -8.91% | 153.70%-162.6pp | 119.21%-128.1pp | 519.81%-528.7pp |
| Employer contribution / active EE | $6,377 | $5,152+23.8% | $4,628+37.8% | $4,779+33.4% |
| Participant deferral / active EE | $9,820 | $6,800+44.4% | $6,426+52.8% | $5,609+75.1% |
| Admin fee / account holder | $228 | $10,917-97.9% | $9,284-97.5% | $10,828-97.9% |