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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 | $108,701-46.8% | $74,723-22.6% | $152,909-62.2% |
| Participation rate | 100.0% | 65.4%+34.6pp | 54.5%+45.5pp | 82.5%+17.5pp |
| Annual return | 24.66% | 114.12%-89.5pp | 753.18%-728.5pp | 345.46%-320.8pp |
| Employer contribution / active EE | $2,233 | $1,504+48.4% | $1,084+105.9% | $4,764-53.1% |
| Participant deferral / active EE | $4,141 | $2,709+52.9% | $1,962+111.1% | $5,851-29.2% |
| Admin fee / account holder | $53 | $4,906-98.9% | $3,335-98.4% | $11,601-99.5% |