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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 | $15,994 | $107,363-85.1% | $92,909-82.8% | $152,897-89.5% |
| Participation rate | 88.9% | 79.8%+9.1pp | 76.0%+12.9pp | 82.5%+6.4pp |
| Annual return | 22.32% | 145.63%-123.3pp | 109.44%-87.1pp | 345.43%-323.1pp |
| Employer contribution / active EE | $1,774 | $4,222-58.0% | $3,653-51.5% | $4,764-62.8% |
| Participant deferral / active EE | $1,840 | $4,848-62.0% | $4,238-56.6% | $5,851-68.6% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,795-100.0% | $11,599-100.0% |