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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 | $102,422-45.9% | $147,117-62.4% | $80,959-31.6% |
| Participation rate | 93.3% | 75.9%+17.5pp | 82.2%+11.1pp | 67.7%+25.7pp |
| Annual return | 18.48% | 135.16%-116.7pp | 420.54%-402.1pp | 35.67%-17.2pp |
| Employer contribution / active EE | $4,905 | $3,717+31.9% | $4,932-0.6% | $2,757+77.9% |
| Participant deferral / active EE | $14,276 | $6,652+114.6% | $8,065+77.0% | $4,300+232.0% |
| Admin fee / account holder | $112 | $7,953-98.6% | $12,993-99.1% | $6,925-98.4% |