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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 | $37,614 | $57,305-34.4% | $86,640-56.6% | $75,173-50.0% |
| Participation rate | 98.3% | 63.2%+35.1pp | 71.7%+26.6pp | 67.2%+31.1pp |
| Annual return | 22.44% | 2674.24%-2651.8pp | 592.52%-570.1pp | 160.72%-138.3pp |
| Employer contribution / active EE | $6,949 | $2,316+200.0% | $3,024+129.8% | $2,671+160.2% |
| Participant deferral / active EE | $2,946 | $3,320-11.3% | $4,438-33.6% | $4,126-28.6% |
| Admin fee / account holder | $289 | $4,116-93.0% | $5,616-94.9% | $5,651-94.9% |