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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 | $56,686 | $39,798+42.4% | $67,704-16.3% | $59,633-4.9% |
| Participation rate | 85.9% | 57.4%+28.6pp | 67.5%+18.4pp | 68.7%+17.3pp |
| Annual return | 5.44% | 89.94%-84.5pp | 25.41%-20.0pp | 2041.45%-2036.0pp |
| Employer contribution / active EE | $8,369 | $1,393+500.8% | $2,559+227.0% | $2,203+280.0% |
| Participant deferral / active EE | $11,326 | $2,335+385.1% | $3,585+215.9% | $3,192+254.9% |
| Admin fee / account holder | $90 | $3,212-97.2% | $4,255-97.9% | $4,297-97.9% |