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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 | $47,664 | $63,346-24.8% | $92,239-48.3% | $70,124-32.0% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 16.63% | 530.19%-513.6pp | 176.29%-159.7pp | 73.14%-56.5pp |
| Employer contribution / active EE | $5,676 | $2,471+129.7% | $3,680+54.3% | $2,342+142.3% |
| Participant deferral / active EE | $2,977 | $2,854+4.3% | $3,897-23.6% | $3,332-10.7% |
| Admin fee / account holder | $205 | $3,841-94.7% | $5,194-96.1% | $4,645-95.6% |