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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 | $72,251 | $102,382-29.4% | $147,005-50.9% | $80,874-10.7% |
| Participation rate | 95.6% | 75.8%+19.7pp | 82.2%+13.4pp | 67.6%+27.9pp |
| Annual return | 24.41% | 134.89%-110.5pp | 418.76%-394.4pp | 35.62%-11.2pp |
| Employer contribution / active EE | $6,969 | $3,715+87.6% | $4,934+41.2% | $2,756+152.9% |
| Participant deferral / active EE | $6,302 | $6,646-5.2% | $8,070-21.9% | $4,297+46.7% |
| Admin fee / account holder | $45 | $7,942-99.4% | $13,006-99.7% | $6,935-99.4% |