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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 | $28,097 | $114,130-75.4% | $96,192-70.8% | $167,553-83.2% |
| Participation rate | 81.3% | 75.1%+6.2pp | 68.4%+12.8pp | 82.1%-0.9pp |
| Annual return | 48.17% | 190.07%-141.9pp | 192.09%-143.9pp | 478.89%-430.7pp |
| Employer contribution / active EE | $2,288 | $3,431-33.3% | $2,799-18.3% | $4,840-52.7% |
| Participant deferral / active EE | $6,872 | $5,198+32.2% | $4,351+58.0% | $6,343+8.3% |
| Admin fee / account holder | $15 | $6,901-99.8% | $5,539-99.7% | $12,316-99.9% |