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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 | $66,796 | $102,382-34.8% | $147,005-54.6% | $80,874-17.4% |
| Participation rate | 89.7% | 75.8%+13.9pp | 82.2%+7.6pp | 67.6%+22.1pp |
| Annual return | 25.05% | 134.89%-109.8pp | 418.76%-393.7pp | 35.62%-10.6pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $13,441 | $6,646+102.2% | $8,070+66.6% | $4,297+212.8% |
| Admin fee / account holder | $5 | $7,942-99.9% | $13,006-100.0% | $6,935-99.9% |