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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 | $49,865 | $125,190-60.2% | $105,624-52.8% | $145,897-65.8% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 83.28% | 225.22%-141.9pp | 116.20%-32.9pp | 552.29%-469.0pp |
| Employer contribution / active EE | $1,512 | $3,720-59.4% | $3,168-52.3% | $4,663-67.6% |
| Participant deferral / active EE | $3,002 | $5,716-47.5% | $5,013-40.1% | $6,689-55.1% |
| Admin fee / account holder | $0 | $17,138-100.0% | $10,961-100.0% | $13,390-100.0% |