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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 | $63,797 | $125,184-49.0% | $105,607-39.6% | $145,884-56.3% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 67.20% | 225.00%-157.8pp | 116.11%-48.9pp | 551.85%-484.7pp |
| Employer contribution / active EE | $5,963 | $3,720+60.3% | $3,167+88.3% | $4,662+27.9% |
| Participant deferral / active EE | $1,890 | $5,714-66.9% | $5,011-62.3% | $6,690-71.8% |
| Admin fee / account holder | $261 | $17,133-98.5% | $10,958-97.6% | $13,392-98.1% |