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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 | $73,546-55.0% | $63,018-47.5% | $147,586-77.6% |
| Participation rate | 95.8% | 77.9%+18.0pp | 74.8%+21.0pp | 82.8%+13.0pp |
| Annual return | 19.21% | 175.56%-156.4pp | 87.62%-68.4pp | 578.59%-559.4pp |
| Employer contribution / active EE | $2,999 | $3,324-9.8% | $2,761+8.6% | $4,876-38.5% |
| Participant deferral / active EE | $4,782 | $4,185+14.3% | $3,330+43.6% | $5,439-12.1% |
| Admin fee / account holder | $94 | $5,956-98.4% | $3,601-97.4% | $10,886-99.1% |