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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 | $36,859 | $96,691-61.9% | $86,656-57.5% | $139,487-73.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 20.63% | 106.87%-86.2pp | 593.09%-572.5pp | 373.84%-353.2pp |
| Employer contribution / active EE | $2,257 | $3,267-30.9% | $3,025-25.4% | $4,755-52.5% |
| Participant deferral / active EE | $2,689 | $4,838-44.4% | $4,439-39.4% | $6,713-59.9% |
| Admin fee / account holder | $144 | $6,414-97.8% | $5,619-97.4% | $11,407-98.7% |