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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 | $130,746 | $96,643+35.3% | $86,617+50.9% | $139,456-6.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 31.67% | 106.57%-74.9pp | 591.91%-560.2pp | 373.45%-341.8pp |
| Employer contribution / active EE | $2,713 | $3,264-16.9% | $3,023-10.3% | $4,753-42.9% |
| Participant deferral / active EE | $2,694 | $4,835-44.3% | $4,437-39.3% | $6,711-59.9% |
| Admin fee / account holder | $276 | $6,406-95.7% | $5,613-95.1% | $11,407-97.6% |