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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 | $13,373 | $111,535-88.0% | $105,223-87.3% | $137,256-90.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 83.99% | 237.85%-153.9pp | 180.65%-96.7pp | 220.34%-136.4pp |
| Employer contribution / active EE | $3,724 | $3,939-5.5% | $3,689+1.0% | $4,156-10.4% |
| Participant deferral / active EE | $7,498 | $5,500+36.3% | $5,072+47.8% | $6,407+17.0% |
| Admin fee / account holder | $109 | $9,721-98.9% | $8,859-98.8% | $12,270-99.1% |