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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 | $66,365 | $75,832-12.5% | $147,617-55.0% | $59,633+11.3% |
| Participation rate | 96.8% | 71.6%+25.2pp | 84.6%+12.2pp | 68.7%+28.1pp |
| Annual return | 0.11% | 0.37%-0.3pp | 61.98%-61.9pp | 2041.45%-2041.3pp |
| Employer contribution / active EE | $1,959 | $3,485-43.8% | $5,564-64.8% | $2,203-11.0% |
| Participant deferral / active EE | $6,133 | $3,131+95.9% | $4,895+25.3% | $3,192+92.2% |
| Admin fee / account holder | $111 | $5,986-98.1% | $11,612-99.0% | $4,297-97.4% |