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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 | $60,589 | $168,636-64.1% | $147,618-59.0% | $125,388-51.7% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.12% | 77.65%-78.8pp | 61.98%-63.1pp | 282.24%-283.4pp |
| Employer contribution / active EE | $4,795 | $6,252-23.3% | $5,565-13.8% | $4,866-1.5% |
| Participant deferral / active EE | $12,328 | $5,507+123.9% | $4,895+151.8% | $5,352+130.4% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |