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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 | $29,824 | $106,003-71.9% | $92,236-67.7% | $147,585-79.8% |
| Participation rate | 77.8% | 80.4%-2.6pp | 76.5%+1.3pp | 82.8%-5.1pp |
| Annual return | 15.83% | 50.05%-34.2pp | 176.29%-160.5pp | 578.57%-562.7pp |
| Employer contribution / active EE | $6,926 | $4,333+59.8% | $3,679+88.2% | $4,876+42.0% |
| Participant deferral / active EE | $3,010 | $4,478-32.8% | $3,897-22.8% | $5,439-44.7% |
| Admin fee / account holder | $44 | $6,333-99.3% | $5,194-99.2% | $10,885-99.6% |