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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 | $19,625 | $100,203-80.4% | $85,240-77.0% | $145,897-86.5% |
| Participation rate | 83.3% | 74.1%+9.2pp | 67.5%+15.8pp | 80.3%+3.0pp |
| Annual return | 151.80% | 84.28%+67.5pp | 66.75%+85.0pp | 552.29%-400.5pp |
| Employer contribution / active EE | $4,184 | $3,242+29.1% | $2,735+53.0% | $4,663-10.3% |
| Participant deferral / active EE | $3,102 | $5,299-41.5% | $4,527-31.5% | $6,689-53.6% |
| Admin fee / account holder | $206 | $7,265-97.2% | $6,165-96.7% | $13,390-98.5% |