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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 | $24,243 | $157,304-84.6% | $141,197-82.8% | $152,909-84.1% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.5%+3.3pp |
| Annual return | 136.85% | 64.34%+72.5pp | 71.41%+65.4pp | 345.46%-208.6pp |
| Employer contribution / active EE | $1,589 | $5,263-69.8% | $4,736-66.4% | $4,764-66.6% |
| Participant deferral / active EE | $6,081 | $7,111-14.5% | $6,710-9.4% | $5,851+3.9% |
| Admin fee / account holder | $69 | $12,126-99.4% | $10,265-99.3% | $11,601-99.4% |