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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 | $19,394 | $107,363-81.9% | $92,909-79.1% | $152,897-87.3% |
| Participation rate | 88.9% | 79.8%+9.1pp | 76.0%+12.9pp | 82.5%+6.4pp |
| Annual return | 47.26% | 145.63%-98.4pp | 109.44%-62.2pp | 345.43%-298.2pp |
| Employer contribution / active EE | $8,347 | $4,222+97.7% | $3,653+128.5% | $4,764+75.2% |
| Participant deferral / active EE | $8,571 | $4,848+76.8% | $4,238+102.2% | $5,851+46.5% |
| Admin fee / account holder | $178 | $7,082-97.5% | $5,795-96.9% | $11,599-98.5% |