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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 | $123,195 | $197,819-37.7% | $155,789-20.9% | $125,389-1.7% |
| Participation rate | 92.9% | 82.1%+10.8pp | 76.1%+16.8pp | 83.2%+9.7pp |
| Annual return | -0.29% | 86.73%-87.0pp | 71.54%-71.8pp | 282.24%-282.5pp |
| Employer contribution / active EE | $3,104 | $4,850-36.0% | $3,839-19.1% | $4,866-36.2% |
| Participant deferral / active EE | $8,224 | $5,631+46.0% | $4,798+71.4% | $5,352+53.7% |
| Admin fee / account holder | $8 | $9,544-99.9% | $7,477-99.9% | $9,541-99.9% |