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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 | $49,635 | $111,535-55.5% | $105,223-52.8% | $137,256-63.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 50.46% | 237.85%-187.4pp | 180.65%-130.2pp | 220.34%-169.9pp |
| Employer contribution / active EE | $8,598 | $3,939+118.2% | $3,689+133.1% | $4,156+106.9% |
| Participant deferral / active EE | $6,461 | $5,500+17.5% | $5,072+27.4% | $6,407+0.8% |
| Admin fee / account holder | $266 | $9,721-97.3% | $8,859-97.0% | $12,270-97.8% |