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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 | $66,420 | $100,203-33.7% | $85,240-22.1% | $145,897-54.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 17.39% | 84.28%-66.9pp | 66.75%-49.4pp | 552.29%-534.9pp |
| Employer contribution / active EE | $7,384 | $3,242+127.8% | $2,735+169.9% | $4,663+58.4% |
| Participant deferral / active EE | $6,249 | $5,299+17.9% | $4,527+38.0% | $6,689-6.6% |
| Admin fee / account holder | $274 | $7,265-96.2% | $6,165-95.6% | $13,390-98.0% |