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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 | $30,713 | $104,953-70.7% | $84,637-63.7% | $152,909-79.9% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 19.92% | 373.94%-354.0pp | 258.82%-238.9pp | 345.46%-325.5pp |
| Employer contribution / active EE | $4,117 | $3,304+24.6% | $2,653+55.2% | $4,764-13.6% |
| Participant deferral / active EE | $3,743 | $4,691-20.2% | $3,900-4.0% | $5,851-36.0% |
| Admin fee / account holder | $151 | $6,244-97.6% | $4,914-96.9% | $11,601-98.7% |