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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 | $31,132 | $166,242-81.3% | $165,071-81.1% | $145,884-78.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 53.33% | 100.44%-47.1pp | 70.17%-16.8pp | 551.85%-498.5pp |
| Employer contribution / active EE | $1,975 | $5,283-62.6% | $4,347-54.6% | $4,662-57.6% |
| Participant deferral / active EE | $5,012 | $6,964-28.0% | $6,035-17.0% | $6,690-25.1% |
| Admin fee / account holder | $48 | $16,658-99.7% | $12,695-99.6% | $13,392-99.6% |