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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 | $36,884 | $106,008-65.2% | $92,240-60.0% | $147,586-75.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 25.89% | 50.05%-24.2pp | 176.29%-150.4pp | 578.59%-552.7pp |
| Employer contribution / active EE | $3,054 | $4,333-29.5% | $3,680-17.0% | $4,876-37.4% |
| Participant deferral / active EE | $3,840 | $4,478-14.3% | $3,897-1.5% | $5,439-29.4% |
| Admin fee / account holder | $108 | $6,333-98.3% | $5,194-97.9% | $10,886-99.0% |