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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 | $48,934 | $96,678-49.4% | $86,640-43.5% | $139,466-64.9% |
| Participation rate | 70.8% | 74.4%-3.6pp | 71.7%-0.9pp | 80.3%-9.5pp |
| Annual return | 14.63% | 106.69%-92.1pp | 592.52%-577.9pp | 373.66%-359.0pp |
| Employer contribution / active EE | $2,791 | $3,265-14.5% | $3,024-7.7% | $4,754-41.3% |
| Participant deferral / active EE | $6,022 | $4,837+24.5% | $4,438+35.7% | $6,712-10.3% |
| Admin fee / account holder | $76 | $6,410-98.8% | $5,616-98.7% | $11,409-99.3% |