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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 | $13,975 | $104,116-86.6% | $71,089-80.3% | $135,380-89.7% |
| Participation rate | 87.5% | 65.7%+21.8pp | 54.6%+32.9pp | 82.6%+4.9pp |
| Annual return | -10.40% | 1256.51%-1266.9pp | 650.65%-661.1pp | 519.81%-530.2pp |
| Employer contribution / active EE | $1,195 | $1,485-19.5% | $1,088+9.8% | $4,779-75.0% |
| Participant deferral / active EE | $3,884 | $2,524+53.9% | $1,873+107.4% | $5,609-30.7% |
| Admin fee / account holder | $41 | $4,142-99.0% | $3,082-98.7% | $10,828-99.6% |