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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 | $49,506 | $168,635-70.6% | $147,617-66.5% | $125,389-60.5% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.67% | 77.65%-79.3pp | 61.98%-63.7pp | 282.24%-283.9pp |
| Employer contribution / active EE | $4,686 | $6,252-25.1% | $5,564-15.8% | $4,866-3.7% |
| Participant deferral / active EE | $4,474 | $5,507-18.8% | $4,895-8.6% | $5,352-16.4% |
| Admin fee / account holder | $5 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |