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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 | $57,808 | $108,685-46.8% | $74,719-22.6% | $152,885-62.2% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.5%+17.5pp |
| Annual return | 24.66% | 114.09%-89.4pp | 753.05%-728.4pp | 345.39%-320.7pp |
| Employer contribution / active EE | $2,233 | $1,504+48.5% | $1,084+106.0% | $4,763-53.1% |
| Participant deferral / active EE | $4,141 | $2,712+52.7% | $1,963+110.9% | $5,851-29.2% |
| Admin fee / account holder | $53 | $4,905-98.9% | $3,334-98.4% | $11,598-99.5% |