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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 | $56,553 | $168,635-66.5% | $147,617-61.7% | $125,389-54.9% |
| Participation rate | 75.0% | 88.8%-13.8pp | 84.6%-9.6pp | 83.2%-8.2pp |
| Annual return | -2.30% | 77.65%-80.0pp | 61.98%-64.3pp | 282.24%-284.5pp |
| Employer contribution / active EE | $2,294 | $6,252-63.3% | $5,564-58.8% | $4,866-52.9% |
| Participant deferral / active EE | $5,802 | $5,507+5.4% | $4,895+18.5% | $5,352+8.4% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |