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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 | $65,086 | $100,073-35.0% | $85,126-23.5% | $145,877-55.4% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 14.73% | 84.11%-69.4pp | 66.63%-51.9pp | 551.28%-536.6pp |
| Employer contribution / active EE | $4,831 | $3,236+49.3% | $2,731+76.9% | $4,663+3.6% |
| Participant deferral / active EE | $8,960 | $5,294+69.2% | $4,523+98.1% | $6,691+33.9% |
| Admin fee / account holder | $18 | $7,261-99.7% | $6,160-99.7% | $13,402-99.9% |