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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 | $57,171 | $106,005-46.1% | $92,239-38.0% | $147,585-61.3% |
| Participation rate | 80.0% | 80.4%-0.4pp | 76.5%+3.5pp | 82.8%-2.8pp |
| Annual return | 14.84% | 50.05%-35.2pp | 176.29%-161.5pp | 578.58%-563.7pp |
| Employer contribution / active EE | $2,816 | $4,333-35.0% | $3,680-23.5% | $4,876-42.3% |
| Participant deferral / active EE | $7,556 | $4,478+68.7% | $3,897+93.9% | $5,439+38.9% |
| Admin fee / account holder | $63 | $6,333-99.0% | $5,194-98.8% | $10,886-99.4% |