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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 | $50,332 | $115,796-56.5% | $101,264-50.3% | $158,950-68.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 17.87% | 56.15%-38.3pp | 46.48%-28.6pp | 302.91%-285.0pp |
| Employer contribution / active EE | $7,925 | $4,175+89.8% | $3,660+116.5% | $4,762+66.4% |
| Participant deferral / active EE | $4,037 | $4,958-18.6% | $4,370-7.6% | $5,983-32.5% |
| Admin fee / account holder | $199 | $7,247-97.3% | $5,947-96.7% | $11,248-98.2% |