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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 | $31,364 | $176,786-82.3% | $146,643-78.6% | $167,536-81.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 110.15% | 24.04%+86.1pp | 22.75%+87.4pp | 478.82%-368.7pp |
| Employer contribution / active EE | $7,923 | $5,161+53.5% | $4,137+91.5% | $4,839+63.7% |
| Participant deferral / active EE | $4,103 | $6,440-36.3% | $5,506-25.5% | $6,342-35.3% |
| Admin fee / account holder | $207 | $13,262-98.4% | $10,280-98.0% | $12,315-98.3% |