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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 | $53,587 | $107,941-50.4% | $91,994-41.8% | $152,909-65.0% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 20.59% | 89.28%-68.7pp | 69.04%-48.4pp | 345.46%-324.9pp |
| Employer contribution / active EE | $6,486 | $4,212+54.0% | $3,453+87.8% | $4,764+36.1% |
| Participant deferral / active EE | $3,051 | $6,366-52.1% | $5,924-48.5% | $5,851-47.9% |
| Admin fee / account holder | $212 | $10,521-98.0% | $7,744-97.3% | $11,601-98.2% |