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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 | $60,191 | $98,776-39.1% | $149,745-59.8% | $79,856-24.6% |
| Participation rate | 94.7% | 75.8%+18.9pp | 82.5%+12.3pp | 69.6%+25.1pp |
| Annual return | 80.14% | 27.38%+52.8pp | 276.72%-196.6pp | 31.71%+48.4pp |
| Employer contribution / active EE | $6,202 | $3,217+92.8% | $4,646+33.5% | $2,471+151.0% |
| Participant deferral / active EE | $13,998 | $5,681+146.4% | $6,843+104.6% | $3,741+274.2% |
| Admin fee / account holder | $173 | $6,053-97.1% | $9,312-98.1% | $5,306-96.7% |