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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 | $59,288 | $64,324-7.8% | $118,946-50.2% | $79,852-25.8% |
| Participation rate | 96.0% | 64.9%+31.1pp | 75.4%+20.6pp | 69.6%+26.4pp |
| Annual return | 0.00% | 86.45%-86.4pp | 35.89%-35.9pp | 31.72%-31.7pp |
| Employer contribution / active EE | $726 | $1,836-60.4% | $3,263-77.7% | $2,471-70.6% |
| Participant deferral / active EE | $7,499 | $2,824+165.6% | $4,266+75.8% | $3,740+100.5% |
| Admin fee / account holder | $9 | $4,040-99.8% | $6,581-99.9% | $5,306-99.8% |