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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 | $12,293 | $123,750-90.1% | $69,611-82.3% | $145,877-91.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 66.4%+33.6pp | 80.3%+19.7pp |
| Annual return | 13.07% | 192.03%-179.0pp | 101.14%-88.1pp | 551.28%-538.2pp |
| Employer contribution / active EE | $2,507 | $2,672-6.1% | $1,709+46.8% | $4,663-46.2% |
| Participant deferral / active EE | $6,314 | $4,243+48.8% | $2,891+118.4% | $6,691-5.6% |
| Admin fee / account holder | $52 | $7,817-99.3% | $4,696-98.9% | $13,402-99.6% |