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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 | $75,342 | $107,353-29.8% | $92,903-18.9% | $152,885-50.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 375.96% | 145.62%+230.3pp | 109.43%+266.5pp | 345.39%+30.6pp |
| Employer contribution / active EE | $1,688 | $4,222-60.0% | $3,653-53.8% | $4,763-64.6% |
| Participant deferral / active EE | $5,051 | $4,848+4.2% | $4,238+19.2% | $5,851-13.7% |
| Admin fee / account holder | $185 | $7,081-97.4% | $5,795-96.8% | $11,598-98.4% |