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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 | $62,144 | $168,636-63.1% | $147,618-57.9% | $125,388-50.4% |
| Participation rate | 89.5% | 88.8%+0.7pp | 84.6%+4.9pp | 83.2%+6.3pp |
| Annual return | -1.96% | 77.65%-79.6pp | 61.98%-63.9pp | 282.24%-284.2pp |
| Employer contribution / active EE | $2,899 | $6,252-53.6% | $5,565-47.9% | $4,866-40.4% |
| Participant deferral / active EE | $6,571 | $5,507+19.3% | $4,895+34.2% | $5,352+22.8% |
| Admin fee / account holder | $240 | $13,580-98.2% | $11,612-97.9% | $9,541-97.5% |