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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 | $55,812 | $96,643-42.2% | $86,617-35.6% | $139,456-60.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 22.20% | 106.57%-84.4pp | 591.91%-569.7pp | 373.45%-351.3pp |
| Employer contribution / active EE | $2,416 | $3,264-26.0% | $3,023-20.1% | $4,753-49.2% |
| Participant deferral / active EE | $5,347 | $4,835+10.6% | $4,437+20.5% | $6,711-20.3% |
| Admin fee / account holder | $89 | $6,406-98.6% | $5,613-98.4% | $11,407-99.2% |