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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 | $33,888 | $96,678-64.9% | $86,640-60.9% | $139,466-75.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 15.38% | 106.69%-91.3pp | 592.52%-577.1pp | 373.66%-358.3pp |
| Employer contribution / active EE | $2,280 | $3,265-30.2% | $3,024-24.6% | $4,754-52.0% |
| Participant deferral / active EE | $9,900 | $4,837+104.7% | $4,438+123.1% | $6,712+47.5% |
| Admin fee / account holder | $148 | $6,410-97.7% | $5,616-97.4% | $11,409-98.7% |