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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 | $33,639 | $114,130-70.5% | $96,192-65.0% | $167,553-79.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 342.30% | 190.07%+152.2pp | 192.09%+150.2pp | 478.89%-136.6pp |
| Employer contribution / active EE | $1,609 | $3,431-53.1% | $2,799-42.5% | $4,840-66.8% |
| Participant deferral / active EE | $2,841 | $5,198-45.4% | $4,351-34.7% | $6,343-55.2% |
| Admin fee / account holder | $221 | $6,901-96.8% | $5,539-96.0% | $12,316-98.2% |