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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 | $41,187 | $106,008-61.1% | $92,240-55.3% | $147,586-72.1% |
| Participation rate | 75.0% | 80.4%-5.4pp | 76.5%-1.5pp | 82.8%-7.8pp |
| Annual return | 22.74% | 50.05%-27.3pp | 176.29%-153.6pp | 578.59%-555.9pp |
| Employer contribution / active EE | $2,222 | $4,333-48.7% | $3,680-39.6% | $4,876-54.4% |
| Participant deferral / active EE | $3,760 | $4,478-16.0% | $3,897-3.5% | $5,439-30.9% |
| Admin fee / account holder | $228 | $6,333-96.4% | $5,194-95.6% | $10,886-97.9% |