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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 | $42,794 | $121,701-64.8% | $104,639-59.1% | $158,982-73.1% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 64.56% | 465.72%-401.2pp | 340.67%-276.1pp | 302.99%-238.4pp |
| Employer contribution / active EE | $2,356 | $3,165-25.6% | $2,682-12.2% | $4,763-50.5% |
| Participant deferral / active EE | $3,215 | $4,176-23.0% | $3,738-14.0% | $5,983-46.3% |
| Admin fee / account holder | $16 | $7,778-99.8% | $6,465-99.8% | $11,252-99.9% |