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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 | $15,543 | $96,643-83.9% | $86,617-82.1% | $139,456-88.9% |
| Participation rate | 75.0% | 74.4%+0.6pp | 71.7%+3.3pp | 80.3%-5.3pp |
| Annual return | 13.33% | 106.57%-93.2pp | 591.91%-578.6pp | 373.45%-360.1pp |
| Employer contribution / active EE | $846 | $3,264-74.1% | $3,023-72.0% | $4,753-82.2% |
| Participant deferral / active EE | $3,335 | $4,835-31.0% | $4,437-24.8% | $6,711-50.3% |
| Admin fee / account holder | $51 | $6,406-99.2% | $5,613-99.1% | $11,407-99.5% |