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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 | $13,876 | $93,124-85.1% | $77,100-82.0% | $134,545-89.7% |
| Participation rate | 83.3% | 74.5%+8.8pp | 67.9%+15.4pp | 81.2%+2.1pp |
| Annual return | 0.00% | 62.68%-62.7pp | 42.35%-42.4pp | 418.37%-418.4pp |
| Employer contribution / active EE | $2,602 | $3,421-23.9% | $2,815-7.6% | $4,742-45.1% |
| Participant deferral / active EE | $7,293 | $5,242+39.1% | $4,430+64.6% | $6,401+13.9% |
| Admin fee / account holder | $84 | $6,970-98.8% | $5,443-98.5% | $11,431-99.3% |