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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 | $29,497 | $96,678-69.5% | $86,640-66.0% | $139,466-78.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 30.67% | 106.69%-76.0pp | 592.52%-561.9pp | 373.66%-343.0pp |
| Employer contribution / active EE | $1,982 | $3,265-39.3% | $3,024-34.5% | $4,754-58.3% |
| Participant deferral / active EE | $5,645 | $4,837+16.7% | $4,438+27.2% | $6,712-15.9% |
| Admin fee / account holder | $169 | $6,410-97.4% | $5,616-97.0% | $11,409-98.5% |