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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 | $50,248 | $102,385-50.9% | $147,080-65.8% | $80,935-37.9% |
| Participation rate | 88.5% | 75.9%+12.6pp | 82.2%+6.3pp | 67.7%+20.8pp |
| Annual return | 16.12% | 135.09%-119.0pp | 420.17%-404.1pp | 35.66%-19.5pp |
| Employer contribution / active EE | $7,639 | $3,717+105.5% | $4,933+54.9% | $2,757+177.1% |
| Participant deferral / active EE | $7,536 | $6,651+13.3% | $8,066-6.6% | $4,299+75.3% |
| Admin fee / account holder | $0 | $7,951-100.0% | $12,989-100.0% | $6,924-100.0% |