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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 | $51,138 | $98,776-48.2% | $149,745-65.8% | $79,856-36.0% |
| Participation rate | 80.6% | 75.8%+4.9pp | 82.5%-1.8pp | 69.6%+11.0pp |
| Annual return | 56.82% | 27.38%+29.4pp | 276.72%-219.9pp | 31.71%+25.1pp |
| Employer contribution / active EE | $6,666 | $3,217+107.2% | $4,646+43.5% | $2,471+169.8% |
| Participant deferral / active EE | $13,332 | $5,681+134.7% | $6,843+94.8% | $3,741+256.4% |
| Admin fee / account holder | $217 | $6,053-96.4% | $9,312-97.7% | $5,306-95.9% |