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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 | $50,774 | $106,008-52.1% | $92,240-45.0% | $147,586-65.6% |
| Participation rate | 92.3% | 80.4%+11.9pp | 76.5%+15.8pp | 82.8%+9.5pp |
| Annual return | 17.78% | 50.05%-32.3pp | 176.29%-158.5pp | 578.59%-560.8pp |
| Employer contribution / active EE | $1,622 | $4,333-62.6% | $3,680-55.9% | $4,876-66.7% |
| Participant deferral / active EE | $5,381 | $4,478+20.2% | $3,897+38.1% | $5,439-1.1% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |