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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 | $52,825 | $96,678-45.4% | $86,640-39.0% | $139,466-62.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 20.01% | 106.69%-86.7pp | 592.52%-572.5pp | 373.66%-353.7pp |
| Employer contribution / active EE | $7,623 | $3,265+133.4% | $3,024+152.0% | $4,754+60.3% |
| Participant deferral / active EE | $5,281 | $4,837+9.2% | $4,438+19.0% | $6,712-21.3% |
| Admin fee / account holder | $217 | $6,410-96.6% | $5,616-96.1% | $11,409-98.1% |