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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 | $23,205 | $106,008-78.1% | $92,240-74.8% | $147,586-84.3% |
| Participation rate | 80.0% | 80.4%-0.4pp | 76.5%+3.5pp | 82.8%-2.8pp |
| Annual return | 44.89% | 50.05%-5.2pp | 176.29%-131.4pp | 578.59%-533.7pp |
| Employer contribution / active EE | $7,831 | $4,333+80.7% | $3,680+112.8% | $4,876+60.6% |
| Participant deferral / active EE | $3,805 | $4,478-15.0% | $3,897-2.4% | $5,439-30.0% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |