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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 | $36,142 | $106,008-65.9% | $92,240-60.8% | $147,586-75.5% |
| Participation rate | 95.0% | 80.4%+14.6pp | 76.5%+18.5pp | 82.8%+12.2pp |
| Annual return | 16.86% | 50.05%-33.2pp | 176.29%-159.4pp | 578.59%-561.7pp |
| Employer contribution / active EE | $9,253 | $4,333+113.5% | $3,680+151.5% | $4,876+89.8% |
| Participant deferral / active EE | $6,184 | $4,478+38.1% | $3,897+58.7% | $5,439+13.7% |
| Admin fee / account holder | $249 | $6,333-96.1% | $5,194-95.2% | $10,886-97.7% |