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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 | $7,484 | $85,024-91.2% | $70,544-89.4% | $139,466-94.6% |
| Participation rate | 71.4% | 73.9%-2.5pp | 68.4%+3.1pp | 80.3%-8.9pp |
| Annual return | 126.30% | 30.39%+95.9pp | 32.79%+93.5pp | 373.66%-247.4pp |
| Employer contribution / active EE | $0 | $3,912-100.0% | $2,976-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $4,435 | $5,891-24.7% | $4,568-2.9% | $6,712-33.9% |
| Admin fee / account holder | $0 | $8,928-100.0% | $6,427-100.0% | $11,409-100.0% |