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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 | $35,495 | $96,678-63.3% | $86,640-59.0% | $139,466-74.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 17.00% | 106.69%-89.7pp | 592.52%-575.5pp | 373.66%-356.7pp |
| Employer contribution / active EE | $2,003 | $3,265-38.6% | $3,024-33.8% | $4,754-57.9% |
| Participant deferral / active EE | $5,810 | $4,837+20.1% | $4,438+30.9% | $6,712-13.4% |
| Admin fee / account holder | $295 | $6,410-95.4% | $5,616-94.7% | $11,409-97.4% |