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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 | $38,638 | $73,518-47.4% | $63,003-38.7% | $147,585-73.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 21.38% | 175.46%-154.1pp | 87.59%-66.2pp | 578.57%-557.2pp |
| Employer contribution / active EE | $4,477 | $3,322+34.7% | $2,760+62.2% | $4,876-8.2% |
| Participant deferral / active EE | $9,865 | $4,183+135.8% | $3,329+196.3% | $5,439+81.4% |
| Admin fee / account holder | $2 | $5,952-100.0% | $3,600-100.0% | $10,885-100.0% |