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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 | $34,922 | $96,678-63.9% | $86,640-59.7% | $139,466-75.0% |
| Participation rate | 85.7% | 74.4%+11.3pp | 71.7%+14.0pp | 80.3%+5.4pp |
| Annual return | 34.00% | 106.69%-72.7pp | 592.52%-558.5pp | 373.66%-339.7pp |
| Employer contribution / active EE | $4,963 | $3,265+52.0% | $3,024+64.1% | $4,754+4.4% |
| Participant deferral / active EE | $2,900 | $4,837-40.0% | $4,438-34.7% | $6,712-56.8% |
| Admin fee / account holder | $39 | $6,410-99.4% | $5,616-99.3% | $11,409-99.7% |