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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 | $55,817 | $99,079-43.7% | $78,002-28.4% | $273,972-79.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 7.68% | 217.93%-210.2pp | 425.99%-418.3pp | 41.46%-33.8pp |
| Employer contribution / active EE | $5,222 | $3,308+57.9% | $2,470+111.4% | $4,869+7.3% |
| Participant deferral / active EE | $3,868 | $4,306-10.2% | $3,497+10.6% | $5,287-26.8% |
| Admin fee / account holder | $161 | $8,954-98.2% | $5,481-97.1% | $10,133-98.4% |