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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 | $34,818 | $102,595-66.1% | $94,057-63.0% | $154,746-77.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 40.01% | 583.42%-543.4pp | 480.62%-440.6pp | 172.34%-132.3pp |
| Employer contribution / active EE | $4,651 | $3,147+47.8% | $2,933+58.6% | $4,379+6.2% |
| Participant deferral / active EE | $10,083 | $5,118+97.0% | $4,709+114.1% | $6,730+49.8% |
| Admin fee / account holder | $58 | $7,736-99.2% | $7,244-99.2% | $14,365-99.6% |