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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 | $52,933 | $56,431-6.2% | $130,788-59.5% | $87,485-39.5% |
| Participation rate | 76.3% | 58.9%+17.4pp | 70.1%+6.2pp | 68.9%+7.4pp |
| Annual return | 21.41% | 91.27%-69.9pp | 386.44%-365.0pp | 26.06%-4.6pp |
| Employer contribution / active EE | $4,426 | $1,549+185.7% | $3,558+24.4% | $2,596+70.5% |
| Participant deferral / active EE | $8,183 | $2,749+197.6% | $4,137+97.8% | $4,274+91.5% |
| Admin fee / account holder | $163 | $4,433-96.3% | $6,673-97.5% | $7,775-97.9% |