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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 | $82,006 | $96,678-15.2% | $86,640-5.3% | $139,466-41.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 17.77% | 106.69%-88.9pp | 592.52%-574.8pp | 373.66%-355.9pp |
| Employer contribution / active EE | $2,079 | $3,265-36.3% | $3,024-31.2% | $4,754-56.3% |
| Participant deferral / active EE | $22,113 | $4,837+357.2% | $4,438+398.2% | $6,712+229.5% |
| Admin fee / account holder | $4 | $6,410-99.9% | $5,616-99.9% | $11,409-100.0% |