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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 | $73,546-6.9% | $63,018+8.6% | $147,586-53.6% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.8%+12.7pp | 82.8%+4.7pp |
| Annual return | 16.03% | 175.56%-159.5pp | 87.62%-71.6pp | 578.59%-562.6pp |
| Employer contribution / active EE | $1,302 | $3,324-60.8% | $2,761-52.8% | $4,876-73.3% |
| Participant deferral / active EE | $5,086 | $4,185+21.6% | $3,330+52.8% | $5,439-6.5% |
| Admin fee / account holder | $23 | $5,956-99.6% | $3,601-99.4% | $10,886-99.8% |