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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 | $34,392 | $160,070-78.5% | $147,117-76.6% | $145,897-76.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.18% | 98.69%-82.5pp | 420.54%-404.4pp | 552.29%-536.1pp |
| Employer contribution / active EE | $3,961 | $5,285-25.0% | $4,932-19.7% | $4,663-15.0% |
| Participant deferral / active EE | $36,331 | $8,419+331.5% | $8,065+350.5% | $6,689+443.1% |
| Admin fee / account holder | $170 | $15,035-98.9% | $12,993-98.7% | $13,390-98.7% |