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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 | $58,559 | $102,385-42.8% | $147,080-60.2% | $80,935-27.6% |
| Participation rate | 79.4% | 75.9%+3.5pp | 82.2%-2.8pp | 67.7%+11.8pp |
| Annual return | 120.08% | 135.09%-15.0pp | 420.17%-300.1pp | 35.66%+84.4pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $15,913 | $6,651+139.3% | $8,066+97.3% | $4,299+270.1% |
| Admin fee / account holder | $293 | $7,951-96.3% | $12,989-97.7% | $6,924-95.8% |