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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 | $32,470 | $157,304-79.4% | $141,197-77.0% | $152,909-78.8% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.5%+3.3pp |
| Annual return | 0.00% | 64.34%-64.3pp | 71.41%-71.4pp | 345.46%-345.5pp |
| Employer contribution / active EE | $1,557 | $5,263-70.4% | $4,736-67.1% | $4,764-67.3% |
| Participant deferral / active EE | $7,031 | $7,111-1.1% | $6,710+4.8% | $5,851+20.2% |
| Admin fee / account holder | $108 | $12,126-99.1% | $10,265-99.0% | $11,601-99.1% |