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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 | $39,656 | $56,682-30.0% | - | $135,379-70.7% |
| Participation rate | 100.0% | 68.0%+32.0pp | - | 82.6%+17.4pp |
| Annual return | 73.33% | 2615.76%-2542.4pp | - | 519.79%-446.5pp |
| Employer contribution / active EE | $3,238 | $2,734+18.5% | - | $4,779-32.2% |
| Participant deferral / active EE | $3,770 | $3,704+1.8% | - | $5,609-32.8% |
| Admin fee / account holder | $187 | $1,580-88.2% | - | $10,828-98.3% |