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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 | $61,195 | $106,008-42.3% | $92,240-33.7% | $147,586-58.5% |
| Participation rate | 81.8% | 80.4%+1.4pp | 76.5%+5.3pp | 82.8%-1.0pp |
| Annual return | 16.15% | 50.05%-33.9pp | 176.29%-160.1pp | 578.59%-562.4pp |
| Employer contribution / active EE | $3,761 | $4,333-13.2% | $3,680+2.2% | $4,876-22.9% |
| Participant deferral / active EE | $7,310 | $4,478+63.2% | $3,897+87.6% | $5,439+34.4% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |