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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 | $16,269 | $96,678-83.2% | $86,640-81.2% | $139,466-88.3% |
| Participation rate | 75.0% | 74.4%+0.6pp | 71.7%+3.3pp | 80.3%-5.3pp |
| Annual return | 30.87% | 106.69%-75.8pp | 592.52%-561.7pp | 373.66%-342.8pp |
| Employer contribution / active EE | $2,517 | $3,265-22.9% | $3,024-16.8% | $4,754-47.0% |
| Participant deferral / active EE | $3,017 | $4,837-37.6% | $4,438-32.0% | $6,712-55.1% |
| Admin fee / account holder | $0 | $6,410-100.0% | $5,616-100.0% | $11,409-100.0% |