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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 | $114,119-56.5% | $107,187-53.7% | $138,895-64.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 50.46% | 273.21%-222.7pp | 204.55%-154.1pp | 145.39%-94.9pp |
| Employer contribution / active EE | $8,598 | $4,059+111.8% | $3,782+127.3% | $4,194+105.0% |
| Participant deferral / active EE | $6,461 | $5,538+16.7% | $5,096+26.8% | $6,396+1.0% |
| Admin fee / account holder | $266 | $10,024-97.4% | $9,162-97.1% | $12,562-97.9% |