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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 | $30,679 | $73,518-58.3% | $63,003-51.3% | $147,585-79.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 22.00% | 175.46%-153.5pp | 87.59%-65.6pp | 578.57%-556.6pp |
| Employer contribution / active EE | $2,763 | $3,322-16.8% | $2,760+0.1% | $4,876-43.3% |
| Participant deferral / active EE | $4,719 | $4,183+12.8% | $3,329+41.8% | $5,439-13.2% |
| Admin fee / account holder | $84 | $5,952-98.6% | $3,600-97.7% | $10,885-99.2% |