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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 | $6,632 | $109,967-94.0% | $97,197-93.2% | $145,877-95.5% |
| Participation rate | 80.0% | 76.0%+4.0pp | 72.7%+7.3pp | 80.3%-0.3pp |
| Annual return | 9.17% | 244.27%-235.1pp | 75.47%-66.3pp | 551.28%-542.1pp |
| Employer contribution / active EE | $1,002 | $3,077-67.4% | $2,723-63.2% | $4,663-78.5% |
| Participant deferral / active EE | $1,935 | $4,676-58.6% | $4,263-54.6% | $6,691-71.1% |
| Admin fee / account holder | $0 | $6,199-100.0% | $5,637-100.0% | $13,402-100.0% |