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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 | $68,911 | $106,008-35.0% | $92,240-25.3% | $147,586-53.3% |
| Participation rate | 86.4% | 80.4%+5.9pp | 76.5%+9.9pp | 82.8%+3.5pp |
| Annual return | 18.90% | 50.05%-31.1pp | 176.29%-157.4pp | 578.59%-559.7pp |
| Employer contribution / active EE | $10,233 | $4,333+136.1% | $3,680+178.1% | $4,876+109.8% |
| Participant deferral / active EE | $6,253 | $4,478+39.6% | $3,897+60.5% | $5,439+15.0% |
| Admin fee / account holder | $217 | $6,333-96.6% | $5,194-95.8% | $10,886-98.0% |