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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 | $68,586 | $96,691-29.1% | $86,656-20.9% | $139,487-50.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 17.15% | 106.87%-89.7pp | 593.09%-575.9pp | 373.84%-356.7pp |
| Employer contribution / active EE | $3,673 | $3,267+12.4% | $3,025+21.4% | $4,755-22.7% |
| Participant deferral / active EE | $14,154 | $4,838+192.6% | $4,439+218.8% | $6,713+110.9% |
| Admin fee / account holder | $50 | $6,414-99.2% | $5,619-99.1% | $11,407-99.6% |