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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 | $9,534 | $22,602-57.8% | $65,583-85.5% | $75,177-87.3% |
| Participation rate | 93.0% | 63.1%+30.0pp | 65.0%+28.1pp | 67.2%+25.8pp |
| Annual return | 95.45% | 71.13%+24.3pp | 47.46%+48.0pp | 160.75%-65.3pp |
| Employer contribution / active EE | $0 | $941-100.0% | $1,692-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $1,695-100.0% | $2,833-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $1,877-100.0% | $4,112-100.0% | $5,651-100.0% |