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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 | $58,705 | $96,691-39.3% | $86,656-32.3% | $139,487-57.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 25.58% | 106.87%-81.3pp | 593.09%-567.5pp | 373.84%-348.3pp |
| Employer contribution / active EE | $4,563 | $3,267+39.7% | $3,025+50.8% | $4,755-4.0% |
| Participant deferral / active EE | $12,974 | $4,838+168.2% | $4,439+192.3% | $6,713+93.3% |
| Admin fee / account holder | $187 | $6,414-97.1% | $5,619-96.7% | $11,407-98.4% |