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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 | $15,876 | $103,000-84.6% | $90,300-82.4% | $152,885-89.6% |
| Participation rate | 78.6% | 75.9%+2.7pp | 73.3%+5.3pp | 82.5%-3.9pp |
| Annual return | 25.35% | 95.19%-69.8pp | 78.11%-52.8pp | 345.39%-320.0pp |
| Employer contribution / active EE | $1,492 | $3,138-52.5% | $2,854-47.7% | $4,763-68.7% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,884-100.0% | $5,851-100.0% |
| Admin fee / account holder | $109 | $6,173-98.2% | $5,353-98.0% | $11,598-99.1% |