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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 | $33,108 | $73,518-55.0% | $63,003-47.4% | $147,585-77.6% |
| Participation rate | 95.8% | 77.9%+18.0pp | 74.8%+21.0pp | 82.8%+13.0pp |
| Annual return | 19.21% | 175.46%-156.3pp | 87.59%-68.4pp | 578.57%-559.4pp |
| Employer contribution / active EE | $2,999 | $3,322-9.7% | $2,760+8.7% | $4,876-38.5% |
| Participant deferral / active EE | $4,782 | $4,183+14.3% | $3,329+43.6% | $5,439-12.1% |
| Admin fee / account holder | $94 | $5,952-98.4% | $3,600-97.4% | $10,885-99.1% |