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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 | $37,482 | $154,209-75.7% | $130,062-71.2% | $139,487-73.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 50.28% | 32.52%+17.8pp | -137.37%+187.7pp | 373.84%-323.6pp |
| Employer contribution / active EE | $2,906 | $5,292-45.1% | $4,322-32.8% | $4,755-38.9% |
| Participant deferral / active EE | $7,470 | $6,709+11.3% | $5,821+28.3% | $6,713+11.3% |
| Admin fee / account holder | $167 | $13,988-98.8% | $10,601-98.4% | $11,407-98.5% |