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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 | $35,818 | $104,544-65.7% | $76,657-53.3% | $152,897-76.6% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.5%+17.5pp |
| Annual return | 29.61% | 1014.36%-984.7pp | 1166.74%-1137.1pp | 345.43%-315.8pp |
| Employer contribution / active EE | $2,827 | $3,118-9.3% | $2,303+22.8% | $4,764-40.7% |
| Participant deferral / active EE | $6,991 | $4,236+65.0% | $3,335+109.6% | $5,851+19.5% |
| Admin fee / account holder | $231 | $12,286-98.1% | $6,423-96.4% | $11,599-98.0% |