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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 | $11,627 | $54,355-78.6% | $82,744-85.9% | $68,486-83.0% |
| Participation rate | 92.5% | 63.9%+28.6pp | 72.6%+19.9pp | 67.9%+24.6pp |
| Annual return | 193.38% | -13.67%+207.0pp | 702.22%-508.8pp | -7.85%+201.2pp |
| Employer contribution / active EE | $2,106 | $2,219-5.1% | $3,008-30.0% | $2,597-18.9% |
| Participant deferral / active EE | $4,485 | $3,246+38.1% | $4,395+2.1% | $4,028+11.4% |
| Admin fee / account holder | $180 | $4,397-95.9% | $5,325-96.6% | $5,404-96.7% |