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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 | $36,976 | $106,008-65.1% | $92,240-59.9% | $147,586-74.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 14.70% | 50.05%-35.4pp | 176.29%-161.6pp | 578.59%-563.9pp |
| Employer contribution / active EE | $3,983 | $4,333-8.1% | $3,680+8.3% | $4,876-18.3% |
| Participant deferral / active EE | $1,559 | $4,478-65.2% | $3,897-60.0% | $5,439-71.3% |
| Admin fee / account holder | $136 | $6,333-97.9% | $5,194-97.4% | $10,886-98.8% |