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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 | $24,931 | $106,003-76.5% | $92,236-73.0% | $147,585-83.1% |
| Participation rate | 85.7% | 80.4%+5.3pp | 76.5%+9.2pp | 82.8%+2.9pp |
| Annual return | 25.03% | 50.05%-25.0pp | 176.29%-151.3pp | 578.57%-553.5pp |
| Employer contribution / active EE | $7,697 | $4,333+77.6% | $3,679+109.2% | $4,876+57.8% |
| Participant deferral / active EE | $1,621 | $4,478-63.8% | $3,897-58.4% | $5,439-70.2% |
| Admin fee / account holder | $131 | $6,333-97.9% | $5,194-97.5% | $10,885-98.8% |