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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 | $82,696 | $106,008-22.0% | $92,240-10.3% | $147,586-44.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 22.97% | 50.05%-27.1pp | 176.29%-153.3pp | 578.59%-555.6pp |
| Employer contribution / active EE | $2,428 | $4,333-44.0% | $3,680-34.0% | $4,876-50.2% |
| Participant deferral / active EE | $3,552 | $4,478-20.7% | $3,897-8.8% | $5,439-34.7% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |