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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 | $68,458 | $73,518-6.9% | $63,003+8.7% | $147,585-53.6% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.8%+12.7pp | 82.8%+4.7pp |
| Annual return | 16.03% | 175.46%-159.4pp | 87.59%-71.6pp | 578.57%-562.5pp |
| Employer contribution / active EE | $1,302 | $3,322-60.8% | $2,760-52.8% | $4,876-73.3% |
| Participant deferral / active EE | $5,086 | $4,183+21.6% | $3,329+52.8% | $5,439-6.5% |
| Admin fee / account holder | $23 | $5,952-99.6% | $3,600-99.4% | $10,885-99.8% |