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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 | $41,635 | $106,008-60.7% | $92,240-54.9% | $147,586-71.8% |
| Participation rate | 90.0% | 80.4%+9.6pp | 76.5%+13.5pp | 82.8%+7.2pp |
| Annual return | 22.52% | 50.05%-27.5pp | 176.29%-153.8pp | 578.59%-556.1pp |
| Employer contribution / active EE | $2,436 | $4,333-43.8% | $3,680-33.8% | $4,876-50.1% |
| Participant deferral / active EE | $4,264 | $4,478-4.8% | $3,897+9.4% | $5,439-21.6% |
| Admin fee / account holder | $61 | $6,333-99.0% | $5,194-98.8% | $10,886-99.4% |