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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 | $56,440 | $115,814-51.3% | $101,275-44.3% | $158,982-64.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 18.46% | 56.16%-37.7pp | 46.48%-28.0pp | 302.99%-284.5pp |
| Employer contribution / active EE | $12,385 | $4,176+196.6% | $3,660+238.4% | $4,763+160.0% |
| Participant deferral / active EE | $4,816 | $4,958-2.9% | $4,371+10.2% | $5,983-19.5% |
| Admin fee / account holder | $0 | $7,249-100.0% | $5,948-100.0% | $11,252-100.0% |