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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 | $79,978 | $96,678-17.3% | $86,640-7.7% | $139,466-42.7% |
| Participation rate | 85.7% | 74.4%+11.3pp | 71.7%+14.0pp | 80.3%+5.4pp |
| Annual return | 20.99% | 106.69%-85.7pp | 592.52%-571.5pp | 373.66%-352.7pp |
| Employer contribution / active EE | $2,785 | $3,265-14.7% | $3,024-7.9% | $4,754-41.4% |
| Participant deferral / active EE | $7,224 | $4,837+49.4% | $4,438+62.8% | $6,712+7.6% |
| Admin fee / account holder | $0 | $6,410-100.0% | $5,616-100.0% | $11,409-100.0% |