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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 | $55,163 | $107,368-48.6% | $92,915-40.6% | $152,909-63.9% |
| Participation rate | 88.9% | 79.8%+9.1pp | 76.0%+12.9pp | 82.5%+6.4pp |
| Annual return | 24.01% | 145.64%-121.6pp | 109.45%-85.4pp | 345.46%-321.5pp |
| Employer contribution / active EE | $6,775 | $4,222+60.5% | $3,653+85.4% | $4,764+42.2% |
| Participant deferral / active EE | $3,500 | $4,848-27.8% | $4,238-17.4% | $5,851-40.2% |
| Admin fee / account holder | $4 | $7,082-99.9% | $5,796-99.9% | $11,601-100.0% |