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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 | $12,297 | $88,702-86.1% | $81,780-85.0% | $145,978-91.6% |
| Participation rate | 86.7% | 75.0%+11.6pp | 72.4%+14.3pp | 80.3%+6.4pp |
| Annual return | 56.87% | 1029.12%-972.3pp | 776.27%-719.4pp | 550.52%-493.6pp |
| Employer contribution / active EE | $3,681 | $3,084+19.3% | $2,914+26.3% | $4,662-21.0% |
| Participant deferral / active EE | $6,120 | $4,645+31.7% | $4,321+41.6% | $6,690-8.5% |
| Admin fee / account holder | $30 | $8,414-99.6% | $7,384-99.6% | $13,400-99.8% |