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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 | $24,870 | $85,766-71.0% | $136,298-81.8% | $70,126-64.5% |
| Participation rate | 73.7% | 74.2%-0.5pp | 81.9%-8.2pp | 69.5%+4.1pp |
| Annual return | 88.62% | 31.46%+57.2pp | 5156.27%-5067.7pp | 73.15%+15.5pp |
| Employer contribution / active EE | $1,105 | $2,966-62.8% | $4,696-76.5% | $2,343-52.8% |
| Participant deferral / active EE | $9,318 | $5,051+84.5% | $6,247+49.2% | $3,332+179.7% |
| Admin fee / account holder | $49 | $5,421-99.1% | $9,244-99.5% | $4,645-98.9% |