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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 | $37,159 | $106,005-64.9% | $92,239-59.7% | $147,585-74.8% |
| Participation rate | 91.7% | 80.4%+11.3pp | 76.5%+15.2pp | 82.8%+8.8pp |
| Annual return | 22.24% | 50.05%-27.8pp | 176.29%-154.0pp | 578.58%-556.3pp |
| Employer contribution / active EE | $2,461 | $4,333-43.2% | $3,680-33.1% | $4,876-49.5% |
| Participant deferral / active EE | $4,882 | $4,478+9.0% | $3,897+25.3% | $5,439-10.2% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |