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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 | $50,759 | $197,819-74.3% | $155,789-67.4% | $125,388-59.5% |
| Participation rate | 93.3% | 82.1%+11.2pp | 76.1%+17.2pp | 83.2%+10.1pp |
| Annual return | -0.03% | 86.73%-86.8pp | 71.54%-71.6pp | 282.24%-282.3pp |
| Employer contribution / active EE | $1,729 | $4,850-64.4% | $3,839-55.0% | $4,866-64.5% |
| Participant deferral / active EE | $3,595 | $5,631-36.2% | $4,798-25.1% | $5,352-32.8% |
| Admin fee / account holder | $18 | $9,544-99.8% | $7,477-99.8% | $9,541-99.8% |