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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 | $114,047-70.5% | $96,144-65.0% | $167,497-79.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 342.30% | 189.89%+152.4pp | 191.96%+150.3pp | 478.62%-136.3pp |
| Employer contribution / active EE | $1,609 | $3,427-53.1% | $2,797-42.5% | $4,838-66.7% |
| Participant deferral / active EE | $2,841 | $5,194-45.3% | $4,349-34.7% | $6,341-55.2% |
| Admin fee / account holder | $221 | $6,897-96.8% | $5,537-96.0% | $12,310-98.2% |