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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 | $50,311 | $158,827-68.3% | $121,208-58.5% | $135,382-62.8% |
| Participation rate | 75.0% | 79.3%-4.3pp | 71.8%+3.2pp | 82.6%-7.6pp |
| Annual return | 169.12% | -0.64%+169.8pp | 16.93%+152.2pp | 519.77%-350.7pp |
| Employer contribution / active EE | $10,183 | $5,666+79.7% | $4,023+153.1% | $4,779+113.1% |
| Participant deferral / active EE | $5,533 | $4,006+38.1% | $3,345+65.4% | $5,609-1.3% |
| Admin fee / account holder | $0 | $6,514-100.0% | $5,020-100.0% | $10,829-100.0% |