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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 | $73,649 | $96,678-23.8% | $86,640-15.0% | $139,466-47.2% |
| Participation rate | 75.0% | 74.4%+0.6pp | 71.7%+3.3pp | 80.3%-5.3pp |
| Annual return | 42.42% | 106.69%-64.3pp | 592.52%-550.1pp | 373.66%-331.2pp |
| Employer contribution / active EE | $1,007 | $3,265-69.2% | $3,024-66.7% | $4,754-78.8% |
| Participant deferral / active EE | $1,187 | $4,837-75.5% | $4,438-73.2% | $6,712-82.3% |
| Admin fee / account holder | $0 | $6,410-100.0% | $5,616-100.0% | $11,409-100.0% |