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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 | $89,574 | $75,832+18.1% | $147,617-39.3% | $59,633+50.2% |
| Participation rate | 93.8% | 71.6%+22.2pp | 84.6%+9.1pp | 68.7%+25.1pp |
| Annual return | -2.09% | 0.37%-2.5pp | 61.98%-64.1pp | 2041.45%-2043.5pp |
| Employer contribution / active EE | $5,050 | $3,485+44.9% | $5,564-9.2% | $2,203+129.3% |
| Participant deferral / active EE | $3,256 | $3,131+4.0% | $4,895-33.5% | $3,192+2.0% |
| Admin fee / account holder | $9 | $5,986-99.9% | $11,612-99.9% | $4,297-99.8% |