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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 | $47,006 | $160,040-70.6% | $147,096-68.0% | $145,877-67.8% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 12.53% | 98.49%-86.0pp | 419.75%-407.2pp | 551.28%-538.8pp |
| Employer contribution / active EE | $7,121 | $5,289+34.6% | $4,936+44.3% | $4,663+52.7% |
| Participant deferral / active EE | $3,416 | $8,429-59.5% | $8,071-57.7% | $6,691-48.9% |
| Admin fee / account holder | $197 | $15,050-98.7% | $13,005-98.5% | $13,402-98.5% |