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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 | $30,456 | $96,678-68.5% | $86,640-64.8% | $139,466-78.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 15.51% | 106.69%-91.2pp | 592.52%-577.0pp | 373.66%-358.2pp |
| Employer contribution / active EE | $4,669 | $3,265+43.0% | $3,024+54.4% | $4,754-1.8% |
| Participant deferral / active EE | $7,574 | $4,837+56.6% | $4,438+70.7% | $6,712+12.8% |
| Admin fee / account holder | $187 | $6,410-97.1% | $5,616-96.7% | $11,409-98.4% |