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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 | $63,809 | $106,008-39.8% | $92,240-30.8% | $147,586-56.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 18.88% | 50.05%-31.2pp | 176.29%-157.4pp | 578.59%-559.7pp |
| Employer contribution / active EE | $3,020 | $4,333-30.3% | $3,680-17.9% | $4,876-38.1% |
| Participant deferral / active EE | $5,055 | $4,478+12.9% | $3,897+29.7% | $5,439-7.1% |
| Admin fee / account holder | $231 | $6,333-96.3% | $5,194-95.5% | $10,886-97.9% |