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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 | $90,614-57.1% | $76,089-49.0% | $145,877-73.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 51.58% | 623.80%-572.2pp | 360.94%-309.4pp | 551.28%-499.7pp |
| Employer contribution / active EE | $2,026 | $3,324-39.1% | $2,690-24.7% | $4,663-56.6% |
| Participant deferral / active EE | $2,026 | $5,168-60.8% | $4,259-52.4% | $6,691-69.7% |
| Admin fee / account holder | $30 | $8,376-99.6% | $6,418-99.5% | $13,402-99.8% |