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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 | $50,901 | $168,635-69.8% | $147,617-65.5% | $125,389-59.4% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.92% | 77.65%-79.6pp | 61.98%-63.9pp | 282.24%-284.2pp |
| Employer contribution / active EE | $6,039 | $6,252-3.4% | $5,564+8.5% | $4,866+24.1% |
| Participant deferral / active EE | $6,368 | $5,507+15.6% | $4,895+30.1% | $5,352+19.0% |
| Admin fee / account holder | $224 | $13,580-98.4% | $11,612-98.1% | $9,541-97.7% |