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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 | $61,955 | $106,005-41.6% | $92,239-32.8% | $147,585-58.0% |
| Participation rate | 90.0% | 80.4%+9.6pp | 76.5%+13.5pp | 82.8%+7.2pp |
| Annual return | 15.68% | 50.05%-34.4pp | 176.29%-160.6pp | 578.58%-562.9pp |
| Employer contribution / active EE | $2,172 | $4,333-49.9% | $3,680-41.0% | $4,876-55.5% |
| Participant deferral / active EE | $4,235 | $4,478-5.4% | $3,897+8.7% | $5,439-22.1% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |