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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 | $43,062 | $106,008-59.4% | $92,240-53.3% | $147,586-70.8% |
| Participation rate | 94.1% | 80.4%+13.7pp | 76.5%+17.6pp | 82.8%+11.3pp |
| Annual return | 20.34% | 50.05%-29.7pp | 176.29%-156.0pp | 578.59%-558.3pp |
| Employer contribution / active EE | $6,146 | $4,333+41.8% | $3,680+67.0% | $4,876+26.0% |
| Participant deferral / active EE | $4,747 | $4,478+6.0% | $3,897+21.8% | $5,439-12.7% |
| Admin fee / account holder | $148 | $6,333-97.7% | $5,194-97.2% | $10,886-98.6% |