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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 | $152,591-67.3% | $117,529-57.5% | $134,545-62.9% |
| Participation rate | 77.8% | 77.1%+0.7pp | 70.6%+7.2pp | 81.2%-3.5pp |
| Annual return | -1.40% | 53.04%-54.4pp | 29.77%-31.2pp | 418.37%-419.8pp |
| Employer contribution / active EE | $4,175 | $5,576-25.1% | $4,179-0.1% | $4,742-11.9% |
| Participant deferral / active EE | $9,769 | $4,821+102.6% | $4,072+139.9% | $6,401+52.6% |
| Admin fee / account holder | $18 | $7,004-99.7% | $5,645-99.7% | $11,431-99.8% |