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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 | $68,106 | $52,519+29.7% | $155,789-56.3% | $59,633+14.2% |
| Participation rate | 92.2% | 61.7%+30.5pp | 76.1%+16.1pp | 68.7%+23.5pp |
| Annual return | -0.22% | 53.51%-53.7pp | 71.54%-71.8pp | 2041.45%-2041.7pp |
| Employer contribution / active EE | $2,860 | $1,589+80.0% | $3,839-25.5% | $2,203+29.8% |
| Participant deferral / active EE | $4,634 | $3,084+50.2% | $4,798-3.4% | $3,192+45.2% |
| Admin fee / account holder | $93 | $3,540-97.4% | $7,477-98.8% | $4,297-97.8% |