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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 | $14,575 | $105,960-86.2% | $81,726-82.2% | $158,982-90.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 85.40% | 38.19%+47.2pp | 29.49%+55.9pp | 302.99%-217.6pp |
| Employer contribution / active EE | $3,902 | $7,805-50.0% | $4,311-9.5% | $4,763-18.1% |
| Participant deferral / active EE | $6,952 | $13,011-46.6% | $7,108-2.2% | $5,983+16.2% |
| Admin fee / account holder | $75 | $8,494-99.1% | $5,160-98.5% | $11,252-99.3% |