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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 | $11,370 | $49,164-76.9% | $121,169-90.6% | $75,181-84.9% |
| Participation rate | 87.5% | 55.4%+32.1pp | 69.5%+18.0pp | 67.2%+20.3pp |
| Annual return | 14.69% | 56.03%-41.3pp | 986.71%-972.0pp | 160.69%-146.0pp |
| Employer contribution / active EE | $1,585 | $1,546+2.5% | $4,168-62.0% | $2,671-40.6% |
| Participant deferral / active EE | $0 | $2,628-100.0% | $4,083-100.0% | $4,126-100.0% |
| Admin fee / account holder | $8 | $3,942-99.8% | $5,645-99.9% | $5,650-99.9% |