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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 | $56,263 | $106,008-46.9% | $92,240-39.0% | $147,586-61.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 24.65% | 50.05%-25.4pp | 176.29%-151.6pp | 578.59%-553.9pp |
| Employer contribution / active EE | $2,137 | $4,333-50.7% | $3,680-41.9% | $4,876-56.2% |
| Participant deferral / active EE | $4,386 | $4,478-2.1% | $3,897+12.6% | $5,439-19.3% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |