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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 | $47,682 | $99,995-52.3% | $85,063-43.9% | $145,978-67.3% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 13.52% | 83.99%-70.5pp | 66.54%-53.0pp | 550.52%-537.0pp |
| Employer contribution / active EE | $6,010 | $3,231+86.0% | $2,727+120.4% | $4,662+28.9% |
| Participant deferral / active EE | $6,830 | $5,295+29.0% | $4,523+51.0% | $6,690+2.1% |
| Admin fee / account holder | $220 | $7,255-97.0% | $6,155-96.4% | $13,400-98.4% |