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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 | $29,571 | $106,008-72.1% | $92,240-67.9% | $147,586-80.0% |
| Participation rate | 82.4% | 80.4%+1.9pp | 76.5%+5.9pp | 82.8%-0.5pp |
| Annual return | 15.67% | 50.05%-34.4pp | 176.29%-160.6pp | 578.59%-562.9pp |
| Employer contribution / active EE | $2,164 | $4,333-50.1% | $3,680-41.2% | $4,876-55.6% |
| Participant deferral / active EE | $2,781 | $4,478-37.9% | $3,897-28.6% | $5,439-48.9% |
| Admin fee / account holder | $61 | $6,333-99.0% | $5,194-98.8% | $10,886-99.4% |