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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 | $33,801 | $159,934-78.9% | $147,005-77.0% | $145,959-76.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 51.28% | 98.24%-47.0pp | 418.76%-367.5pp | 561.95%-510.7pp |
| Employer contribution / active EE | $4,364 | $5,287-17.5% | $4,934-11.6% | $4,661-6.4% |
| Participant deferral / active EE | $6,544 | $8,427-22.4% | $8,070-18.9% | $6,689-2.2% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |