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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 | $48,578 | $96,678-49.8% | $86,640-43.9% | $139,466-65.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 24.70% | 106.69%-82.0pp | 592.52%-567.8pp | 373.66%-349.0pp |
| Employer contribution / active EE | $4,605 | $3,265+41.0% | $3,024+52.3% | $4,754-3.1% |
| Participant deferral / active EE | $8,361 | $4,837+72.9% | $4,438+88.4% | $6,712+24.6% |
| Admin fee / account holder | $20 | $6,410-99.7% | $5,616-99.7% | $11,409-99.8% |