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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 | $16,051 | $73,546-78.2% | $63,018-74.5% | $147,586-89.1% |
| Participation rate | 87.0% | 77.9%+9.1pp | 74.8%+12.2pp | 82.8%+4.1pp |
| Annual return | 43.82% | 175.56%-131.7pp | 87.62%-43.8pp | 578.59%-534.8pp |
| Employer contribution / active EE | $6,068 | $3,324+82.6% | $2,761+119.8% | $4,876+24.4% |
| Participant deferral / active EE | $3,999 | $4,185-4.4% | $3,330+20.1% | $5,439-26.5% |
| Admin fee / account holder | $0 | $5,956-100.0% | $3,601-100.0% | $10,886-100.0% |