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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 | $96,678-42.3% | $86,640-35.6% | $139,466-60.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 22.20% | 106.69%-84.5pp | 592.52%-570.3pp | 373.66%-351.5pp |
| Employer contribution / active EE | $2,416 | $3,265-26.0% | $3,024-20.1% | $4,754-49.2% |
| Participant deferral / active EE | $5,347 | $4,837+10.6% | $4,438+20.5% | $6,712-20.3% |
| Admin fee / account holder | $89 | $6,410-98.6% | $5,616-98.4% | $11,409-99.2% |