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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 | $181,880 | $95,979+89.5% | $74,551+144.0% | $135,380+34.3% |
| Participation rate | 91.7% | 75.7%+16.0pp | 69.1%+22.5pp | 82.6%+9.0pp |
| Annual return | -7.13% | 56.97%-64.1pp | 32.53%-39.7pp | 519.81%-526.9pp |
| Employer contribution / active EE | $5,472 | $2,716+101.5% | $1,961+179.0% | $4,779+14.5% |
| Participant deferral / active EE | $3,309 | $3,844-13.9% | $3,108+6.5% | $5,609-41.0% |
| Admin fee / account holder | $32 | $6,522-99.5% | $5,059-99.4% | $10,828-99.7% |