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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 | $47,082 | $217,432-78.3% | $185,851-74.7% | $167,553-71.9% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 49.40% | 148.43%-99.0pp | 122.11%-72.7pp | 478.89%-429.5pp |
| Employer contribution / active EE | $2,079 | $5,874-64.6% | $5,168-59.8% | $4,840-57.0% |
| Participant deferral / active EE | $5,386 | $6,357-15.3% | $5,569-3.3% | $6,343-15.1% |
| Admin fee / account holder | $14 | $19,820-99.9% | $16,245-99.9% | $12,316-99.9% |