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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 | $31,374 | $109,967-71.5% | $97,197-67.7% | $145,877-78.5% |
| Participation rate | 95.8% | 76.0%+19.9pp | 72.7%+23.1pp | 80.3%+15.5pp |
| Annual return | 17.90% | 244.27%-226.4pp | 75.47%-57.6pp | 551.28%-533.4pp |
| Employer contribution / active EE | $5,884 | $3,077+91.3% | $2,723+116.1% | $4,663+26.2% |
| Participant deferral / active EE | $11,615 | $4,676+148.4% | $4,263+172.4% | $6,691+73.6% |
| Admin fee / account holder | $206 | $6,199-96.7% | $5,637-96.3% | $13,402-98.5% |