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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 | $34,081 | $106,001-67.8% | $92,235-63.0% | $147,585-76.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 39.86% | 50.05%-10.2pp | 176.28%-136.4pp | 578.56%-538.7pp |
| Employer contribution / active EE | $1,801 | $4,333-58.4% | $3,679-51.0% | $4,876-63.1% |
| Participant deferral / active EE | $3,995 | $4,478-10.8% | $3,897+2.5% | $5,439-26.5% |
| Admin fee / account holder | $10 | $6,332-99.8% | $5,194-99.8% | $10,885-99.9% |