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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 | $49,963 | $152,542-67.2% | $117,498-57.5% | $134,509-62.9% |
| Participation rate | 77.8% | 77.1%+0.7pp | 70.6%+7.2pp | 81.2%-3.5pp |
| Annual return | -1.40% | 53.02%-54.4pp | 29.75%-31.2pp | 418.13%-419.5pp |
| Employer contribution / active EE | $4,175 | $5,574-25.1% | $4,178-0.1% | $4,741-11.9% |
| Participant deferral / active EE | $9,769 | $4,819+102.7% | $4,071+140.0% | $6,400+52.6% |
| Admin fee / account holder | $18 | $7,006-99.7% | $5,646-99.7% | $11,427-99.8% |