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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 | $32,776 | $114,130-71.3% | $96,192-65.9% | $167,553-80.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 20.78% | 190.07%-169.3pp | 192.09%-171.3pp | 478.89%-458.1pp |
| Employer contribution / active EE | $8,384 | $3,431+144.4% | $2,799+199.5% | $4,840+73.2% |
| Participant deferral / active EE | $9,934 | $5,198+91.1% | $4,351+128.3% | $6,343+56.6% |
| Admin fee / account holder | $104 | $6,901-98.5% | $5,539-98.1% | $12,316-99.2% |