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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 | $85,815 | $49,164+74.5% | $121,169-29.2% | $75,181+14.1% |
| Participation rate | 94.1% | 55.4%+38.7pp | 69.5%+24.6pp | 67.2%+26.9pp |
| Annual return | 58.37% | 56.03%+2.3pp | 986.71%-928.3pp | 160.69%-102.3pp |
| Employer contribution / active EE | $1,467 | $1,546-5.1% | $4,168-64.8% | $2,671-45.1% |
| Participant deferral / active EE | $3,440 | $2,628+30.9% | $4,083-15.7% | $4,126-16.6% |
| Admin fee / account holder | $29 | $3,942-99.3% | $5,645-99.5% | $5,650-99.5% |