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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 | $16,369 | $96,678-83.1% | $86,640-81.1% | $139,466-88.3% |
| Participation rate | 91.7% | 74.4%+17.3pp | 71.7%+20.0pp | 80.3%+11.3pp |
| Annual return | 44.88% | 106.69%-61.8pp | 592.52%-547.6pp | 373.66%-328.8pp |
| Employer contribution / active EE | $6,583 | $3,265+101.6% | $3,024+117.7% | $4,754+38.5% |
| Participant deferral / active EE | $3,924 | $4,837-18.9% | $4,438-11.6% | $6,712-41.5% |
| Admin fee / account holder | $15 | $6,410-99.8% | $5,616-99.7% | $11,409-99.9% |