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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 | $187,732 | $99,652+88.4% | $78,778+138.3% | $147,586+27.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 14.66% | 47.28%-32.6pp | 35.62%-21.0pp | 578.59%-563.9pp |
| Employer contribution / active EE | $4,516 | $2,796+61.5% | $1,986+127.4% | $4,876-7.4% |
| Participant deferral / active EE | $1,853 | $3,664-49.4% | $2,958-37.3% | $5,439-65.9% |
| Admin fee / account holder | $11 | $7,155-99.9% | $5,134-99.8% | $10,886-99.9% |