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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 | $74,751 | $168,636-55.7% | $147,618-49.4% | $125,388-40.4% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.59% | 77.65%-80.2pp | 61.98%-64.6pp | 282.24%-284.8pp |
| Employer contribution / active EE | $7,067 | $6,252+13.0% | $5,565+27.0% | $4,866+45.2% |
| Participant deferral / active EE | $7,073 | $5,507+28.4% | $4,895+44.5% | $5,352+32.2% |
| Admin fee / account holder | $265 | $13,580-98.0% | $11,612-97.7% | $9,541-97.2% |