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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 | $47,970 | $106,008-54.7% | $92,240-48.0% | $147,586-67.5% |
| Participation rate | 83.3% | 80.4%+2.9pp | 76.5%+6.9pp | 82.8%+0.5pp |
| Annual return | 23.66% | 50.05%-26.4pp | 176.29%-152.6pp | 578.59%-554.9pp |
| Employer contribution / active EE | $10,009 | $4,333+131.0% | $3,680+172.0% | $4,876+105.3% |
| Participant deferral / active EE | $10,037 | $4,478+124.1% | $3,897+157.5% | $5,439+84.5% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |