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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 | $11,318 | $96,678-88.3% | $86,640-86.9% | $139,466-91.9% |
| Participation rate | 75.0% | 74.4%+0.6pp | 71.7%+3.3pp | 80.3%-5.3pp |
| Annual return | 26.61% | 106.69%-80.1pp | 592.52%-565.9pp | 373.66%-347.1pp |
| Employer contribution / active EE | $2,000 | $3,265-38.8% | $3,024-33.9% | $4,754-57.9% |
| Participant deferral / active EE | $2,693 | $4,837-44.3% | $4,438-39.3% | $6,712-59.9% |
| Admin fee / account holder | $20 | $6,410-99.7% | $5,616-99.6% | $11,409-99.8% |