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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 | $26,481 | $63,346-58.2% | $92,240-71.3% | $70,126-62.2% |
| Participation rate | 92.3% | 68.7%+23.6pp | 76.5%+15.8pp | 69.5%+22.8pp |
| Annual return | 16.83% | 530.19%-513.4pp | 176.29%-159.5pp | 73.15%-56.3pp |
| Employer contribution / active EE | $14,131 | $2,471+471.8% | $3,680+284.0% | $2,343+503.3% |
| Participant deferral / active EE | $3,015 | $2,854+5.6% | $3,897-22.6% | $3,332-9.5% |
| Admin fee / account holder | $163 | $3,841-95.8% | $5,194-96.9% | $4,645-96.5% |