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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 | $53,650 | $97,765-45.1% | $103,486-48.2% | $145,884-63.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 92.74% | 25.44%+67.3pp | 23.93%+68.8pp | 551.85%-459.1pp |
| Employer contribution / active EE | $6,601 | $4,687+40.8% | $4,679+41.1% | $4,662+41.6% |
| Participant deferral / active EE | $9,880 | $6,606+49.6% | $6,628+49.1% | $6,690+47.7% |
| Admin fee / account holder | $50 | $12,505-99.6% | $9,354-99.5% | $13,392-99.6% |