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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 | $99,995-33.6% | $85,063-21.9% | $145,978-54.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 17.39% | 83.99%-66.6pp | 66.54%-49.1pp | 550.52%-533.1pp |
| Employer contribution / active EE | $7,384 | $3,231+128.5% | $2,727+170.7% | $4,662+58.4% |
| Participant deferral / active EE | $6,249 | $5,295+18.0% | $4,523+38.2% | $6,690-6.6% |
| Admin fee / account holder | $274 | $7,255-96.2% | $6,155-95.5% | $13,400-98.0% |