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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 | $87,556 | $108,695-19.4% | $74,722+17.2% | $152,897-42.7% |
| Participation rate | 100.0% | 65.4%+34.6pp | 54.5%+45.5pp | 82.5%+17.5pp |
| Annual return | 23.87% | 114.11%-90.2pp | 753.11%-729.2pp | 345.43%-321.6pp |
| Employer contribution / active EE | $1,704 | $1,504+13.3% | $1,084+57.1% | $4,764-64.2% |
| Participant deferral / active EE | $5,029 | $2,712+85.5% | $1,963+156.2% | $5,851-14.0% |
| Admin fee / account holder | $238 | $4,906-95.1% | $3,335-92.9% | $11,599-97.9% |