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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 | $67,373 | $106,008-36.4% | $92,240-27.0% | $147,586-54.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 14.71% | 50.05%-35.3pp | 176.29%-161.6pp | 578.59%-563.9pp |
| Employer contribution / active EE | $3,535 | $4,333-18.4% | $3,680-3.9% | $4,876-27.5% |
| Participant deferral / active EE | $8,143 | $4,478+81.8% | $3,897+109.0% | $5,439+49.7% |
| Admin fee / account holder | $129 | $6,333-98.0% | $5,194-97.5% | $10,886-98.8% |