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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 | $6,934 | $96,678-92.8% | $86,640-92.0% | $139,466-95.0% |
| Participation rate | 75.0% | 74.4%+0.6pp | 71.7%+3.3pp | 80.3%-5.3pp |
| Annual return | 18.43% | 106.69%-88.3pp | 592.52%-574.1pp | 373.66%-355.2pp |
| Employer contribution / active EE | $0 | $3,265-100.0% | $3,024-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $843 | $4,837-82.6% | $4,438-81.0% | $6,712-87.4% |
| Admin fee / account holder | $26 | $6,410-99.6% | $5,616-99.5% | $11,409-99.8% |