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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 | $7,378 | $110,278-93.3% | $95,740-92.3% | $139,466-94.7% |
| Participation rate | 75.0% | 75.7%-0.7pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 196.62% | 27.19%+169.4pp | 28.41%+168.2pp | 373.66%-177.0pp |
| Employer contribution / active EE | $2,037 | $3,260-37.5% | $2,836-28.2% | $4,754-57.2% |
| Participant deferral / active EE | $2,442 | $4,674-47.8% | $4,244-42.5% | $6,712-63.6% |
| Admin fee / account holder | $0 | $6,613-100.0% | $5,676-100.0% | $11,409-100.0% |