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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 | $59,117 | $106,008-44.2% | $92,240-35.9% | $147,586-59.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 14.46% | 50.05%-35.6pp | 176.29%-161.8pp | 578.59%-564.1pp |
| Employer contribution / active EE | $4,350 | $4,333+0.4% | $3,680+18.2% | $4,876-10.8% |
| Participant deferral / active EE | $4,989 | $4,478+11.4% | $3,897+28.0% | $5,439-8.3% |
| Admin fee / account holder | $228 | $6,333-96.4% | $5,194-95.6% | $10,886-97.9% |