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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 | $43,616 | $96,678-54.9% | $86,640-49.7% | $139,466-68.7% |
| Participation rate | 81.8% | 74.4%+7.4pp | 71.7%+10.1pp | 80.3%+1.5pp |
| Annual return | 16.75% | 106.69%-89.9pp | 592.52%-575.8pp | 373.66%-356.9pp |
| Employer contribution / active EE | $1,651 | $3,265-49.4% | $3,024-45.4% | $4,754-65.3% |
| Participant deferral / active EE | $4,956 | $4,837+2.5% | $4,438+11.7% | $6,712-26.2% |
| Admin fee / account holder | $0 | $6,410-100.0% | $5,616-100.0% | $11,409-100.0% |