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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 | $55,376 | $102,429-45.9% | $147,096-62.4% | $80,925-31.6% |
| Participation rate | 93.3% | 75.9%+17.5pp | 82.2%+11.2pp | 67.7%+25.7pp |
| Annual return | 18.48% | 135.02%-116.5pp | 419.75%-401.3pp | 35.65%-17.2pp |
| Employer contribution / active EE | $4,905 | $3,716+32.0% | $4,936-0.6% | $2,756+78.0% |
| Participant deferral / active EE | $14,276 | $6,649+114.7% | $8,071+76.9% | $4,299+232.1% |
| Admin fee / account holder | $112 | $7,957-98.6% | $13,005-99.1% | $6,940-98.4% |