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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 | $52,199 | $106,008-50.8% | $92,240-43.4% | $147,586-64.6% |
| Participation rate | 71.4% | 80.4%-9.0pp | 76.5%-5.1pp | 82.8%-11.4pp |
| Annual return | 47.02% | 50.05%-3.0pp | 176.29%-129.3pp | 578.59%-531.6pp |
| Employer contribution / active EE | $5,458 | $4,333+26.0% | $3,680+48.3% | $4,876+11.9% |
| Participant deferral / active EE | $6,597 | $4,478+47.3% | $3,897+69.3% | $5,439+21.3% |
| Admin fee / account holder | $168 | $6,333-97.4% | $5,194-96.8% | $10,886-98.5% |