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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 | $38,843 | $90,691-57.2% | $76,119-49.0% | $145,884-73.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 51.58% | 624.52%-572.9pp | 361.25%-309.7pp | 551.85%-500.3pp |
| Employer contribution / active EE | $2,026 | $3,329-39.1% | $2,693-24.8% | $4,662-56.5% |
| Participant deferral / active EE | $2,026 | $5,167-60.8% | $4,259-52.4% | $6,690-69.7% |
| Admin fee / account holder | $30 | $8,383-99.6% | $6,421-99.5% | $13,392-99.8% |