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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 | $50,347 | $176,838-71.5% | $146,685-65.7% | $167,518-69.9% |
| Participation rate | 93.3% | 83.6%+9.7pp | 80.1%+13.3pp | 82.1%+11.2pp |
| Annual return | 102.61% | 24.04%+78.6pp | 22.75%+79.9pp | 478.71%-376.1pp |
| Employer contribution / active EE | $3,300 | $5,161-36.1% | $4,137-20.2% | $4,838-31.8% |
| Participant deferral / active EE | $11,102 | $6,441+72.4% | $5,507+101.6% | $6,342+75.1% |
| Admin fee / account holder | $235 | $13,262-98.2% | $10,281-97.7% | $12,312-98.1% |