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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 | $22,128 | $106,003-79.1% | $92,236-76.0% | $147,585-85.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 16.46% | 50.05%-33.6pp | 176.29%-159.8pp | 578.57%-562.1pp |
| Employer contribution / active EE | $2,481 | $4,333-42.7% | $3,679-32.6% | $4,876-49.1% |
| Participant deferral / active EE | $4,025 | $4,478-10.1% | $3,897+3.3% | $5,439-26.0% |
| Admin fee / account holder | $269 | $6,333-95.7% | $5,194-94.8% | $10,885-97.5% |