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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 | $26,066 | $106,008-75.4% | $92,240-71.7% | $147,586-82.3% |
| Participation rate | 88.9% | 80.4%+8.5pp | 76.5%+12.4pp | 82.8%+6.1pp |
| Annual return | 22.49% | 50.05%-27.6pp | 176.29%-153.8pp | 578.59%-556.1pp |
| Employer contribution / active EE | $5,780 | $4,333+33.4% | $3,680+57.1% | $4,876+18.5% |
| Participant deferral / active EE | $6,674 | $4,478+49.0% | $3,897+71.3% | $5,439+22.7% |
| Admin fee / account holder | $227 | $6,333-96.4% | $5,194-95.6% | $10,886-97.9% |