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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 | $46,809 | $106,008-55.8% | $92,240-49.3% | $147,586-68.3% |
| Participation rate | 94.7% | 80.4%+14.3pp | 76.5%+18.3pp | 82.8%+11.9pp |
| Annual return | 17.65% | 50.05%-32.4pp | 176.29%-158.6pp | 578.59%-560.9pp |
| Employer contribution / active EE | $5,316 | $4,333+22.7% | $3,680+44.5% | $4,876+9.0% |
| Participant deferral / active EE | $6,420 | $4,478+43.4% | $3,897+64.7% | $5,439+18.0% |
| Admin fee / account holder | $60 | $6,333-99.1% | $5,194-98.9% | $10,886-99.5% |