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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 | $50,448 | $100,073-49.6% | $85,126-40.7% | $145,877-65.4% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 32.85% | 84.11%-51.3pp | 66.63%-33.8pp | 551.28%-518.4pp |
| Employer contribution / active EE | $7,464 | $3,236+130.6% | $2,731+173.3% | $4,663+60.1% |
| Participant deferral / active EE | $15,745 | $5,294+197.4% | $4,523+248.1% | $6,691+135.3% |
| Admin fee / account holder | $145 | $7,261-98.0% | $6,160-97.6% | $13,402-98.9% |