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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 | $29,601 | $175,259-83.1% | $149,723-80.2% | $139,487-78.8% |
| Participation rate | 84.2% | 83.4%+0.8pp | 78.8%+5.4pp | 80.3%+3.9pp |
| Annual return | 89.38% | 166.82%-77.4pp | 134.50%-45.1pp | 373.84%-284.5pp |
| Employer contribution / active EE | $2,747 | $5,478-49.9% | $4,821-43.0% | $4,755-42.2% |
| Participant deferral / active EE | $4,363 | $6,522-33.1% | $5,682-23.2% | $6,713-35.0% |
| Admin fee / account holder | $259 | $16,158-98.4% | $13,215-98.0% | $11,407-97.7% |