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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 | $42,808 | $72,071-40.6% | $68,368-37.4% | $137,256-68.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 66.86% | 353.14%-286.3pp | 292.57%-225.7pp | 220.34%-153.5pp |
| Employer contribution / active EE | $2,048 | $2,788-26.5% | $2,649-22.7% | $4,156-50.7% |
| Participant deferral / active EE | $7,264 | $4,410+64.7% | $4,123+76.2% | $6,407+13.4% |
| Admin fee / account holder | $64 | $5,336-98.8% | $5,150-98.8% | $12,270-99.5% |