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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 | $56,999 | $106,008-46.2% | $92,240-38.2% | $147,586-61.4% |
| Participation rate | 95.8% | 80.4%+15.4pp | 76.5%+19.4pp | 82.8%+13.0pp |
| Annual return | 17.92% | 50.05%-32.1pp | 176.29%-158.4pp | 578.59%-560.7pp |
| Employer contribution / active EE | $5,707 | $4,333+31.7% | $3,680+55.1% | $4,876+17.0% |
| Participant deferral / active EE | $2,923 | $4,478-34.7% | $3,897-25.0% | $5,439-46.2% |
| Admin fee / account holder | $192 | $6,333-97.0% | $5,194-96.3% | $10,886-98.2% |