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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 | $76,924 | $102,385-24.9% | $147,080-47.7% | $80,935-5.0% |
| Participation rate | 94.3% | 75.9%+18.4pp | 82.2%+12.1pp | 67.7%+26.6pp |
| Annual return | 22.83% | 135.09%-112.3pp | 420.17%-397.3pp | 35.66%-12.8pp |
| Employer contribution / active EE | $7,173 | $3,717+93.0% | $4,933+45.4% | $2,757+160.2% |
| Participant deferral / active EE | $13,653 | $6,651+105.3% | $8,066+69.3% | $4,299+217.5% |
| Admin fee / account holder | $7 | $7,951-99.9% | $12,989-99.9% | $6,924-99.9% |