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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 | $21,737 | $106,008-79.5% | $92,240-76.4% | $147,586-85.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 12.61% | 50.05%-37.4pp | 176.29%-163.7pp | 578.59%-566.0pp |
| Employer contribution / active EE | $8,344 | $4,333+92.5% | $3,680+126.8% | $4,876+71.1% |
| Participant deferral / active EE | $2,741 | $4,478-38.8% | $3,897-29.7% | $5,439-49.6% |
| Admin fee / account holder | $283 | $6,333-95.5% | $5,194-94.5% | $10,886-97.4% |