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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 | $87,058 | $168,635-48.4% | $147,617-41.0% | $125,389-30.6% |
| Participation rate | 83.3% | 88.8%-5.4pp | 84.6%-1.3pp | 83.2%+0.1pp |
| Annual return | -0.64% | 77.65%-78.3pp | 61.98%-62.6pp | 282.24%-282.9pp |
| Employer contribution / active EE | $7,182 | $6,252+14.9% | $5,564+29.1% | $4,866+47.6% |
| Participant deferral / active EE | $8,110 | $5,507+47.3% | $4,895+65.7% | $5,352+51.5% |
| Admin fee / account holder | $63 | $13,580-99.5% | $11,612-99.5% | $9,541-99.3% |