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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 | $41,841 | $57,330-27.0% | $86,656-51.7% | $75,177-44.3% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 15.12% | 2675.40%-2660.3pp | 593.09%-578.0pp | 160.75%-145.6pp |
| Employer contribution / active EE | $1,480 | $2,316-36.1% | $3,025-51.1% | $2,671-44.6% |
| Participant deferral / active EE | $3,663 | $3,320+10.3% | $4,439-17.5% | $4,126-11.2% |
| Admin fee / account holder | $186 | $4,115-95.5% | $5,619-96.7% | $5,651-96.7% |