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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 | $66,700 | $105,160-36.6% | $94,679-29.6% | $139,456-52.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 19.62% | 38.04%-18.4pp | 156.75%-137.1pp | 373.45%-353.8pp |
| Employer contribution / active EE | $6,048 | $4,107+47.3% | $3,673+64.7% | $4,753+27.2% |
| Participant deferral / active EE | $7,100 | $7,599-6.6% | $7,417-4.3% | $6,711+5.8% |
| Admin fee / account holder | $273 | $8,988-97.0% | $7,233-96.2% | $11,407-97.6% |