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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 | $22,287 | $106,003-79.0% | $92,236-75.8% | $147,585-84.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 19.89% | 50.05%-30.2pp | 176.29%-156.4pp | 578.57%-558.7pp |
| Employer contribution / active EE | $2,157 | $4,333-50.2% | $3,679-41.4% | $4,876-55.8% |
| Participant deferral / active EE | $5,607 | $4,478+25.2% | $3,897+43.9% | $5,439+3.1% |
| Admin fee / account holder | $22 | $6,333-99.7% | $5,194-99.6% | $10,885-99.8% |