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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 | $102,385-29.4% | $147,080-50.9% | $80,935-10.7% |
| Participation rate | 95.6% | 75.9%+19.7pp | 82.2%+13.4pp | 67.7%+27.9pp |
| Annual return | 24.41% | 135.09%-110.7pp | 420.17%-395.8pp | 35.66%-11.2pp |
| Employer contribution / active EE | $6,969 | $3,717+87.5% | $4,933+41.3% | $2,757+152.8% |
| Participant deferral / active EE | $6,302 | $6,651-5.2% | $8,066-21.9% | $4,299+46.6% |
| Admin fee / account holder | $45 | $7,951-99.4% | $12,989-99.7% | $6,924-99.4% |